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 | $113,537 | $100,754+12.7% | $86,677+31.0% | $134,475-15.6% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -15.66% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,790 | $3,489-20.0% | $2,836-1.6% | $4,740-41.1% |
| Participant deferral / active EE | $7,201 | $5,338+34.9% | $4,656+54.7% | $6,400+12.5% |
| Admin fee / account holder | $2,087 | $10,926-80.9% | $7,493-72.2% | $11,426-81.7% |