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 | $247,565 | $100,754+145.7% | $86,677+185.6% | $134,475+84.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,086 | $3,489-11.5% | $2,836+8.8% | $4,740-34.9% |
| Participant deferral / active EE | $18,255 | $5,338+242.0% | $4,656+292.1% | $6,400+185.2% |
| Admin fee / account holder | $10,243 | $10,926-6.3% | $7,493+36.7% | $11,426-10.4% |