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 | $123,031 | $100,754+22.1% | $86,677+41.9% | $134,475-8.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.47% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,813 | $3,489+95.3% | $2,836+140.2% | $4,740+43.7% |
| Participant deferral / active EE | $6,077 | $5,338+13.9% | $4,656+30.5% | $6,400-5.0% |
| Admin fee / account holder | $1,148 | $10,926-89.5% | $7,493-84.7% | $11,426-90.0% |