See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,739 | $133,958-1.7% | $112,228+17.4% | $134,475-2.0% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -15.38% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,357 | $4,038-16.9% | $3,635-7.6% | $4,740-29.2% |
| Participant deferral / active EE | $10,490 | $5,291+98.3% | $4,728+121.9% | $6,400+63.9% |
| Admin fee / account holder | $4,560 | $7,489-39.1% | $6,410-28.9% | $11,426-60.1% |