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 | $114,175 | $99,032+15.3% | $80,019+42.7% | $135,375-15.7% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -7.30% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $667 | $3,043-78.1% | $2,468-73.0% | $4,779-86.0% |
| Participant deferral / active EE | $4,762 | $4,282+11.2% | $3,686+29.2% | $5,609-15.1% |
| Admin fee / account holder | $517 | $10,436-95.0% | $6,521-92.1% | $10,827-95.2% |