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 | $207,677 | $100,754+106.1% | $86,677+139.6% | $134,475+54.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.24% | 29.04%-40.3pp | 35.91%-47.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,076 | $3,489-11.8% | $2,836+8.4% | $4,740-35.1% |
| Participant deferral / active EE | $11,315 | $5,338+112.0% | $4,656+143.0% | $6,400+76.8% |
| Admin fee / account holder | $183,352 | $10,926+1578.1% | $7,493+2346.9% | $11,426+1504.7% |