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 | $120,982 | $127,100-4.8% | $105,738+14.4% | $135,375-10.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | -6.35% | 4.49%-10.8pp | 6.27%-12.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,468 | $4,107-64.2% | $3,268-55.1% | $4,779-69.3% |
| Participant deferral / active EE | $4,192 | $5,064-17.2% | $4,080+2.7% | $5,609-25.3% |
| Admin fee / account holder | $2,351 | $9,087-74.1% | $6,913-66.0% | $10,827-78.3% |