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 | $103,064 | $100,754+2.3% | $86,677+18.9% | $134,475-23.4% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.90% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,922 | $3,489+12.4% | $2,836+38.3% | $4,740-17.2% |
| Participant deferral / active EE | $6,376 | $5,338+19.5% | $4,656+37.0% | $6,400-0.4% |
| Admin fee / account holder | $633 | $10,926-94.2% | $7,493-91.6% | $11,426-94.5% |