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 | $114,693 | $87,540+31.0% | $75,781+51.3% | $125,391-8.5% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -3.64% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,047 | $3,930-47.9% | $3,323-38.4% | $4,866-57.9% |
| Participant deferral / active EE | $7,369 | $4,229+74.2% | $3,651+101.8% | $5,352+37.7% |
| Admin fee / account holder | $658 | $6,502-89.9% | $5,299-87.6% | $9,540-93.1% |