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 | $83,326 | $100,754-17.3% | $86,677-3.9% | $134,475-38.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.18% | 29.04%-41.2pp | 35.91%-48.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,257 | $3,489-6.7% | $2,836+14.8% | $4,740-31.3% |
| Participant deferral / active EE | $10,892 | $5,338+104.0% | $4,656+133.9% | $6,400+70.2% |
| Admin fee / account holder | $8,429 | $10,926-22.9% | $7,493+12.5% | $11,426-26.2% |