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 | $117,681 | $100,754+16.8% | $86,677+35.8% | $134,475-12.5% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -19.81% | 29.04%-48.8pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,288 | $3,489-5.8% | $2,836+15.9% | $4,740-30.6% |
| Participant deferral / active EE | $7,523 | $5,338+40.9% | $4,656+61.6% | $6,400+17.6% |
| Admin fee / account holder | $935 | $10,926-91.4% | $7,493-87.5% | $11,426-91.8% |