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 | $113,706 | $92,222+23.3% | $76,768+48.1% | $135,375-16.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -4.63% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,621 | $3,216-49.6% | $2,485-34.8% | $4,779-66.1% |
| Participant deferral / active EE | $4,075 | $4,509-9.6% | $3,852+5.8% | $5,609-27.4% |
| Admin fee / account holder | $1,153 | $10,748-89.3% | $6,675-82.7% | $10,827-89.4% |