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 7-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 | $229,540 | $100,754+127.8% | $86,677+164.8% | $134,475+70.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $14,338 | $3,489+310.9% | $2,836+405.5% | $4,740+202.5% |
| Participant deferral / active EE | $11,241 | $5,338+110.6% | $4,656+141.4% | $6,400+75.6% |
| Admin fee / account holder | $1,965 | $10,926-82.0% | $7,493-73.8% | $11,426-82.8% |