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 | $120,891 | $100,754+20.0% | $86,677+39.5% | $134,475-10.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.18% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,787 | $3,489+65.9% | $2,836+104.0% | $4,740+22.1% |
| Participant deferral / active EE | $9,606 | $5,338+80.0% | $4,656+106.3% | $6,400+50.1% |
| Admin fee / account holder | $6,328 | $10,926-42.1% | $7,493-15.6% | $11,426-44.6% |