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 9-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 | $97,464 | $100,754-3.3% | $86,677+12.4% | $134,475-27.5% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -18.18% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,441 | $3,489-1.4% | $2,836+21.3% | $4,740-27.4% |
| Participant deferral / active EE | $10,966 | $5,338+105.4% | $4,656+135.5% | $6,400+71.4% |
| Admin fee / account holder | $11,922 | $10,926+9.1% | $7,493+59.1% | $11,426+4.3% |