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 | $117,365 | $100,754+16.5% | $86,677+35.4% | $134,475-12.7% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -19.40% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,697 | $3,489+6.0% | $2,836+30.3% | $4,740-22.0% |
| Participant deferral / active EE | $5,974 | $5,338+11.9% | $4,656+28.3% | $6,400-6.6% |
| Admin fee / account holder | $1,368 | $10,926-87.5% | $7,493-81.8% | $11,426-88.0% |