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 | $148,510 | $100,754+47.4% | $86,677+71.3% | $134,475+10.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.22% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,395 | $3,489+25.9% | $2,836+54.9% | $4,740-7.3% |
| Participant deferral / active EE | $9,053 | $5,338+69.6% | $4,656+94.5% | $6,400+41.5% |
| Admin fee / account holder | $15,976 | $10,926+46.2% | $7,493+113.2% | $11,426+39.8% |