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 | $151,753 | $100,754+50.6% | $86,677+75.1% | $134,475+12.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.08% | 29.04%-42.1pp | 35.91%-49.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,694 | $3,489+91.8% | $2,836+136.0% | $4,740+41.2% |
| Participant deferral / active EE | $6,892 | $5,338+29.1% | $4,656+48.0% | $6,400+7.7% |
| Admin fee / account holder | $23,668 | $10,926+116.6% | $7,493+215.9% | $11,426+107.1% |