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 | $162,283 | $100,754+61.1% | $86,677+87.2% | $134,475+20.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,263 | $3,489+50.8% | $2,836+85.6% | $4,740+11.0% |
| Participant deferral / active EE | $5,948 | $5,338+11.4% | $4,656+27.8% | $6,400-7.1% |
| Admin fee / account holder | $6,197 | $10,926-43.3% | $7,493-17.3% | $11,426-45.8% |