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 | $110,044 | $100,754+9.2% | $86,677+27.0% | $134,475-18.2% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -14.59% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,895 | $3,489+11.6% | $2,836+37.3% | $4,740-17.8% |
| Participant deferral / active EE | $8,474 | $5,338+58.8% | $4,656+82.0% | $6,400+32.4% |
| Admin fee / account holder | $7,744 | $10,926-29.1% | $7,493+3.3% | $11,426-32.2% |