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 | $105,401 | $99,032+6.4% | $80,019+31.7% | $135,375-22.1% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -4.93% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,269 | $3,043+7.4% | $2,468+32.5% | $4,779-31.6% |
| Participant deferral / active EE | $1,760 | $4,282-58.9% | $3,686-52.3% | $5,609-68.6% |
| Admin fee / account holder | $34,645 | $10,436+232.0% | $6,521+431.3% | $10,827+220.0% |