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 | $83,949 | $100,754-16.7% | $86,677-3.1% | $134,475-37.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.31% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,756 | $3,489+179.6% | $2,836+244.0% | $4,740+105.8% |
| Participant deferral / active EE | $6,089 | $5,338+14.1% | $4,656+30.8% | $6,400-4.9% |
| Admin fee / account holder | $17,940 | $10,926+64.2% | $7,493+139.4% | $11,426+57.0% |