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 | $63,977 | $67,331-5.0% | $60,874+5.1% | $134,475-52.4% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -18.70% | 49.93%-68.6pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,559 | $3,096+14.9% | $2,701+31.7% | $4,740-24.9% |
| Participant deferral / active EE | $6,387 | $4,538+40.7% | $3,817+67.3% | $6,400-0.2% |
| Admin fee / account holder | $1,080 | $4,582-76.4% | $3,224-66.5% | $11,426-90.5% |