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 | $102,675 | $100,754+1.9% | $86,677+18.5% | $134,475-23.6% |
| Participation rate | 87.0% | 78.9%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -8.04% | 29.04%-37.1pp | 35.91%-43.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $3,056 | $3,489-12.4% | $2,836+7.8% | $4,740-35.5% |
| Participant deferral / active EE | $7,456 | $5,338+39.7% | $4,656+60.1% | $6,400+16.5% |
| Admin fee / account holder | $4,613 | $10,926-57.8% | $7,493-38.4% | $11,426-59.6% |