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 | $107,298 | $99,032+8.3% | $80,019+34.1% | $135,375-20.7% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -6.78% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,446 | $3,043+13.2% | $2,468+39.6% | $4,779-27.9% |
| Participant deferral / active EE | $4,312 | $4,282+0.7% | $3,686+17.0% | $5,609-23.1% |
| Admin fee / account holder | $22,343 | $10,436+114.1% | $6,521+242.6% | $10,827+106.4% |