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 | $220,427 | $100,754+118.8% | $86,677+154.3% | $134,475+63.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.09% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,656 | $3,489+33.4% | $2,836+64.2% | $4,740-1.8% |
| Participant deferral / active EE | $9,917 | $5,338+85.8% | $4,656+113.0% | $6,400+55.0% |
| Admin fee / account holder | $1,701 | $10,926-84.4% | $7,493-77.3% | $11,426-85.1% |