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 | $96,194 | $92,222+4.3% | $76,768+25.3% | $135,375-28.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.94% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,277 | $3,216+95.2% | $2,485+152.6% | $4,779+31.3% |
| Participant deferral / active EE | $15,432 | $4,509+242.3% | $3,852+300.7% | $5,609+175.1% |
| Admin fee / account holder | $717 | $10,748-93.3% | $6,675-89.3% | $10,827-93.4% |