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 | $97,698 | $100,754-3.0% | $86,677+12.7% | $134,475-27.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.07% | 29.04%-43.1pp | 35.91%-50.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,436 | $3,489-1.5% | $2,836+21.1% | $4,740-27.5% |
| Participant deferral / active EE | $7,486 | $5,338+40.2% | $4,656+60.8% | $6,400+17.0% |
| Admin fee / account holder | $4,545 | $10,926-58.4% | $7,493-39.3% | $11,426-60.2% |