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 | $105,224 | $100,754+4.4% | $86,677+21.4% | $134,475-21.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.89% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $12,440 | $3,489+256.5% | $2,836+338.6% | $4,740+162.5% |
| Participant deferral / active EE | $8,493 | $5,338+59.1% | $4,656+82.4% | $6,400+32.7% |
| Admin fee / account holder | $8,221 | $10,926-24.8% | $7,493+9.7% | $11,426-28.1% |