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 | $184,580 | $100,754+83.2% | $86,677+113.0% | $134,475+37.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 29.04%-41.0pp | 35.91%-47.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,139 | $3,489+76.0% | $2,836+116.5% | $4,740+29.5% |
| Participant deferral / active EE | $8,328 | $5,338+56.0% | $4,656+78.9% | $6,400+30.1% |
| Admin fee / account holder | $8,026 | $10,926-26.5% | $7,493+7.1% | $11,426-29.8% |