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 | $104,977 | $100,754+4.2% | $86,677+21.1% | $134,475-21.9% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -16.46% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,805 | $3,489+9.0% | $2,836+34.1% | $4,740-19.7% |
| Participant deferral / active EE | $6,368 | $5,338+19.3% | $4,656+36.8% | $6,400-0.5% |
| Admin fee / account holder | $1,862 | $10,926-83.0% | $7,493-75.1% | $11,426-83.7% |