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 | $99,508 | $167,484-40.6% | $151,611-34.4% | $134,475-26.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.90% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,794 | $6,829-15.2% | $6,166-6.0% | $4,740+22.2% |
| Participant deferral / active EE | $10,123 | $8,986+12.7% | $8,363+21.0% | $6,400+58.2% |
| Admin fee / account holder | $447 | $13,783-96.8% | $11,616-96.1% | $11,426-96.1% |