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 | $88,411 | $100,754-12.3% | $86,677+2.0% | $134,475-34.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.89% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,159 | $3,489+47.8% | $2,836+81.9% | $4,740+8.8% |
| Participant deferral / active EE | $7,893 | $5,338+47.9% | $4,656+69.5% | $6,400+23.3% |
| Admin fee / account holder | $4,376 | $10,926-59.9% | $7,493-41.6% | $11,426-61.7% |