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 7-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 | $124,769 | $100,754+23.8% | $86,677+43.9% | $134,475-7.2% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -14.56% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $12,301 | $3,489+252.5% | $2,836+333.7% | $4,740+159.5% |
| Participant deferral / active EE | $6,590 | $5,338+23.5% | $4,656+41.5% | $6,400+3.0% |
| Admin fee / account holder | $4,137 | $10,926-62.1% | $7,493-44.8% | $11,426-63.8% |