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 | $124,635 | $100,754+23.7% | $86,677+43.8% | $134,475-7.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.53% | 29.04%-40.6pp | 35.91%-47.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,484 | $3,489-57.5% | $2,836-47.7% | $4,740-68.7% |
| Participant deferral / active EE | $5,418 | $5,338+1.5% | $4,656+16.4% | $6,400-15.3% |
| Admin fee / account holder | $3,680 | $10,926-66.3% | $7,493-50.9% | $11,426-67.8% |