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 | $120,293 | $100,754+19.4% | $86,677+38.8% | $134,475-10.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 29.04%-48.1pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,868 | $3,489-46.5% | $2,836-34.1% | $4,740-60.6% |
| Participant deferral / active EE | $5,539 | $5,338+3.8% | $4,656+19.0% | $6,400-13.4% |
| Admin fee / account holder | $1,557 | $10,926-85.7% | $7,493-79.2% | $11,426-86.4% |