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 | $199,208 | $100,754+97.7% | $86,677+129.8% | $134,475+48.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.55% | 29.04%-36.6pp | 35.91%-43.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $3,146 | $3,489-9.9% | $2,836+10.9% | $4,740-33.6% |
| Participant deferral / active EE | $4,715 | $5,338-11.7% | $4,656+1.3% | $6,400-26.3% |
| Admin fee / account holder | $2,420 | $10,926-77.9% | $7,493-67.7% | $11,426-78.8% |