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 | $122,297 | $105,860+15.5% | $90,749+34.8% | $134,475-9.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -13.78% | -11.01%-2.8pp | -12.16%-1.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,118 | $3,462-9.9% | $2,921+6.8% | $4,740-34.2% |
| Participant deferral / active EE | $8,019 | $5,216+53.7% | $4,564+75.7% | $6,400+25.3% |
| Admin fee / account holder | $643 | $13,938-95.4% | $8,445-92.4% | $11,426-94.4% |