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 9-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 | $129,101 | $133,958-3.6% | $112,228+15.0% | $134,475-4.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -17.67% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,866 | $4,038-53.8% | $3,635-48.7% | $4,740-60.6% |
| Participant deferral / active EE | $6,032 | $5,291+14.0% | $4,728+27.6% | $6,400-5.8% |
| Admin fee / account holder | $3,792 | $7,489-49.4% | $6,410-40.8% | $11,426-66.8% |