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 | $120,783 | $97,044+24.5% | $83,333+44.9% | $135,375-10.8% |
| Participation rate | 95.8% | 80.4%+15.4pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -6.17% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,713 | $4,143-10.4% | $3,379+9.9% | $4,779-22.3% |
| Participant deferral / active EE | $14,346 | $5,964+140.5% | $5,565+157.8% | $5,609+155.8% |
| Admin fee / account holder | $1,059 | $8,380-87.4% | $7,510-85.9% | $10,827-90.2% |