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 | $105,625 | $99,032+6.7% | $80,019+32.0% | $135,375-22.0% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -7.50% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,576 | $3,043-48.2% | $2,468-36.1% | $4,779-67.0% |
| Participant deferral / active EE | $5,757 | $4,282+34.4% | $3,686+56.2% | $5,609+2.6% |
| Admin fee / account holder | $5,721 | $10,436-45.2% | $6,521-12.3% | $10,827-47.2% |