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 | $122,832 | $100,754+21.9% | $86,677+41.7% | $134,475-8.7% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -8.38% | 29.04%-37.4pp | 35.91%-44.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $3,679 | $3,489+5.4% | $2,836+29.7% | $4,740-22.4% |
| Participant deferral / active EE | $4,107 | $5,338-23.1% | $4,656-11.8% | $6,400-35.8% |
| Admin fee / account holder | $11,959 | $10,926+9.5% | $7,493+59.6% | $11,426+4.7% |