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 | $97,175 | $100,754-3.6% | $86,677+12.1% | $134,475-27.7% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -18.32% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,082 | $3,489+103.0% | $2,836+149.7% | $4,740+49.4% |
| Participant deferral / active EE | $7,598 | $5,338+42.3% | $4,656+63.2% | $6,400+18.7% |
| Admin fee / account holder | $5,091 | $10,926-53.4% | $7,493-32.1% | $11,426-55.4% |