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 | $111,111 | $87,540+26.9% | $75,781+46.6% | $125,391-11.4% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.03% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,774 | $3,930-54.9% | $3,323-46.6% | $4,866-63.5% |
| Participant deferral / active EE | $7,779 | $4,229+83.9% | $3,651+113.0% | $5,352+45.4% |
| Admin fee / account holder | $1,667 | $6,502-74.4% | $5,299-68.6% | $9,540-82.5% |