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 | $114,837 | $133,958-14.3% | $112,228+2.3% | $134,475-14.6% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -16.67% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,449 | $4,038-64.1% | $3,635-60.1% | $4,740-69.4% |
| Participant deferral / active EE | $5,589 | $5,291+5.6% | $4,728+18.2% | $6,400-12.7% |
| Admin fee / account holder | $1,054 | $7,489-85.9% | $6,410-83.6% | $11,426-90.8% |