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 | $117,247 | $100,754+16.4% | $86,677+35.3% | $134,475-12.8% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -13.70% | 29.04%-42.7pp | 35.91%-49.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $8,488 | $3,489+143.3% | $2,836+199.3% | $4,740+79.1% |
| Participant deferral / active EE | $5,897 | $5,338+10.5% | $4,656+26.7% | $6,400-7.8% |
| Admin fee / account holder | $3,987 | $10,926-63.5% | $7,493-46.8% | $11,426-65.1% |