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 | $173,460 | $100,754+72.2% | $86,677+100.1% | $134,475+29.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.73% | 29.04%-44.8pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,521 | $3,489+0.9% | $2,836+24.1% | $4,740-25.7% |
| Participant deferral / active EE | $4,711 | $5,338-11.7% | $4,656+1.2% | $6,400-26.4% |
| Admin fee / account holder | $41,011 | $10,926+275.3% | $7,493+447.3% | $11,426+258.9% |