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 | $99,763 | $54,229+84.0% | $70,092+42.3% | $68,494+45.7% |
| Participation rate | 89.3% | 64.5%+24.8pp | 70.5%+18.8pp | 67.9%+21.4pp |
| Annual return | -14.77% | -13.87%-0.9pp | 190.73%-205.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,201 | $2,018-40.5% | $2,559-53.1% | $2,596-53.7% |
| Participant deferral / active EE | $3,363 | $2,956+13.8% | $3,849-12.6% | $4,027-16.5% |
| Admin fee / account holder | $600 | $4,694-87.2% | $6,267-90.4% | $5,403-88.9% |