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 | $111,506 | $100,754+10.7% | $86,677+28.6% | $134,475-17.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.48% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,884 | $3,489-46.0% | $2,836-33.6% | $4,740-60.3% |
| Participant deferral / active EE | $3,644 | $5,338-31.7% | $4,656-21.7% | $6,400-43.1% |
| Admin fee / account holder | $3,204 | $10,926-70.7% | $7,493-57.2% | $11,426-72.0% |