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 | $169,761 | $100,754+68.5% | $86,677+95.9% | $134,475+26.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.75% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,067 | $3,489-12.1% | $2,836+8.1% | $4,740-35.3% |
| Participant deferral / active EE | $15,217 | $5,338+185.1% | $4,656+226.8% | $6,400+137.8% |
| Admin fee / account holder | $1,396 | $10,926-87.2% | $7,493-81.4% | $11,426-87.8% |