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 | $104,224 | $100,754+3.4% | $86,677+20.2% | $134,475-22.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.77% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,390 | $3,489-31.5% | $2,836-15.7% | $4,740-49.6% |
| Participant deferral / active EE | $6,213 | $5,338+16.4% | $4,656+33.4% | $6,400-2.9% |
| Admin fee / account holder | $20,164 | $10,926+84.5% | $7,493+169.1% | $11,426+76.5% |