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 | $135,979 | $100,754+35.0% | $86,677+56.9% | $134,475+1.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.07% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,478 | $3,489-57.7% | $2,836-47.9% | $4,740-68.8% |
| Participant deferral / active EE | $7,570 | $5,338+41.8% | $4,656+62.6% | $6,400+18.3% |
| Admin fee / account holder | $2,781 | $10,926-74.5% | $7,493-62.9% | $11,426-75.7% |