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 | $106,718 | $99,032+7.8% | $80,019+33.4% | $135,375-21.2% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | -8.14% | 15.39%-23.5pp | 11.22%-19.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,393 | $3,043-21.4% | $2,468-3.1% | $4,779-49.9% |
| Participant deferral / active EE | $4,961 | $4,282+15.8% | $3,686+34.6% | $5,609-11.6% |
| Admin fee / account holder | $717 | $10,436-93.1% | $6,521-89.0% | $10,827-93.4% |