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 | $112,934 | $100,754+12.1% | $86,677+30.3% | $134,475-16.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 29.04%-43.2pp | 35.91%-50.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,591 | $3,489+2.9% | $2,836+26.6% | $4,740-24.2% |
| Participant deferral / active EE | $6,458 | $5,338+21.0% | $4,656+38.7% | $6,400+0.9% |
| Admin fee / account holder | $10,718 | $10,926-1.9% | $7,493+43.0% | $11,426-6.2% |