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 7-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 | $100,105 | $100,754-0.6% | $86,677+15.5% | $134,475-25.6% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -15.85% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,408 | $3,489+55.0% | $2,836+90.7% | $4,740+14.1% |
| Participant deferral / active EE | $5,983 | $5,338+12.1% | $4,656+28.5% | $6,400-6.5% |
| Admin fee / account holder | $17,284 | $10,926+58.2% | $7,493+130.7% | $11,426+51.3% |