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 | $102,343 | $100,754+1.6% | $86,677+18.1% | $134,475-23.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.97% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,242 | $3,489-35.8% | $2,836-21.0% | $4,740-52.7% |
| Participant deferral / active EE | $4,327 | $5,338-18.9% | $4,656-7.1% | $6,400-32.4% |
| Admin fee / account holder | $9,225 | $10,926-15.6% | $7,493+23.1% | $11,426-19.3% |