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 | $104,630 | $100,754+3.8% | $86,677+20.7% | $134,475-22.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.03% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,423 | $3,489-1.9% | $2,836+20.7% | $4,740-27.8% |
| Participant deferral / active EE | $6,498 | $5,338+21.7% | $4,656+39.6% | $6,400+1.5% |
| Admin fee / account holder | $32,994 | $10,926+202.0% | $7,493+340.3% | $11,426+188.8% |