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 | $108,804 | $100,754+8.0% | $86,677+25.5% | $134,475-19.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.60% | 29.04%-40.6pp | 35.91%-47.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,744 | $3,489-50.0% | $2,836-38.5% | $4,740-63.2% |
| Participant deferral / active EE | $2,441 | $5,338-54.3% | $4,656-47.6% | $6,400-61.9% |
| Admin fee / account holder | $2,246 | $10,926-79.4% | $7,493-70.0% | $11,426-80.3% |