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 | $124,362 | $100,754+23.4% | $86,677+43.5% | $134,475-7.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.27% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,846 | $3,489+10.2% | $2,836+35.6% | $4,740-18.9% |
| Participant deferral / active EE | $5,282 | $5,338-1.0% | $4,656+13.5% | $6,400-17.5% |
| Admin fee / account holder | $3,836 | $10,926-64.9% | $7,493-48.8% | $11,426-66.4% |