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 | $118,715 | $100,754+17.8% | $86,677+37.0% | $134,475-11.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.55% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,015 | $3,489+15.1% | $2,836+41.6% | $4,740-15.3% |
| Participant deferral / active EE | $3,942 | $5,338-26.2% | $4,656-15.3% | $6,400-38.4% |
| Admin fee / account holder | $4,400 | $10,926-59.7% | $7,493-41.3% | $11,426-61.5% |