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 | $110,293 | $100,754+9.5% | $86,677+27.2% | $134,475-18.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.51% | 29.04%-44.6pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,287 | $3,489-63.1% | $2,836-54.6% | $4,740-72.8% |
| Participant deferral / active EE | $3,806 | $5,338-28.7% | $4,656-18.2% | $6,400-40.5% |
| Admin fee / account holder | $2,274 | $10,926-79.2% | $7,493-69.6% | $11,426-80.1% |