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 | $109,210 | $100,754+8.4% | $86,677+26.0% | $134,475-18.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.97% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $10,837 | $3,489+210.6% | $2,836+282.0% | $4,740+128.6% |
| Participant deferral / active EE | $5,749 | $5,338+7.7% | $4,656+23.5% | $6,400-10.2% |
| Admin fee / account holder | $17,990 | $10,926+64.7% | $7,493+140.1% | $11,426+57.5% |