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 | $113,540 | $100,754+12.7% | $86,677+31.0% | $134,475-15.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 29.04%-47.0pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,800 | $3,489-48.4% | $2,836-36.5% | $4,740-62.0% |
| Participant deferral / active EE | $7,565 | $5,338+41.7% | $4,656+62.5% | $6,400+18.2% |
| Admin fee / account holder | $1,045 | $10,926-90.4% | $7,493-86.1% | $11,426-90.9% |