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 | $166,546 | $100,754+65.3% | $86,677+92.1% | $134,475+23.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,585 | $3,489+2.7% | $2,836+26.4% | $4,740-24.4% |
| Participant deferral / active EE | $4,681 | $5,338-12.3% | $4,656+0.6% | $6,400-26.9% |
| Admin fee / account holder | $5,001 | $10,926-54.2% | $7,493-33.3% | $11,426-56.2% |