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 | $166,736 | $100,754+65.5% | $86,677+92.4% | $134,475+24.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.74% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,420 | $3,489-2.0% | $2,836+20.6% | $4,740-27.9% |
| Participant deferral / active EE | $7,470 | $5,338+40.0% | $4,656+60.5% | $6,400+16.7% |
| Admin fee / account holder | $8,341 | $10,926-23.7% | $7,493+11.3% | $11,426-27.0% |