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 | $97,369 | $100,754-3.4% | $86,677+12.3% | $134,475-27.6% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -12.87% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,006 | $3,489-71.2% | $2,836-64.5% | $4,740-78.8% |
| Participant deferral / active EE | $3,863 | $5,338-27.6% | $4,656-17.0% | $6,400-39.6% |
| Admin fee / account holder | $4,710 | $10,926-56.9% | $7,493-37.1% | $11,426-58.8% |