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 | $156,501 | $100,754+55.3% | $86,677+80.6% | $134,475+16.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.07% | 29.04%-40.1pp | 35.91%-47.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,453 | $3,489-1.0% | $2,836+21.7% | $4,740-27.1% |
| Participant deferral / active EE | $5,966 | $5,338+11.8% | $4,656+28.1% | $6,400-6.8% |
| Admin fee / account holder | $3,650 | $10,926-66.6% | $7,493-51.3% | $11,426-68.1% |