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 | $107,960 | $100,754+7.2% | $86,677+24.6% | $134,475-19.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.88% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,585 | $3,489+117.4% | $2,836+167.4% | $4,740+60.0% |
| Participant deferral / active EE | $7,265 | $5,338+36.1% | $4,656+56.0% | $6,400+13.5% |
| Admin fee / account holder | $703 | $10,926-93.6% | $7,493-90.6% | $11,426-93.8% |