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 | $190,984 | $100,754+89.6% | $86,677+120.3% | $134,475+42.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.82% | 29.04%-41.9pp | 35.91%-48.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,314 | $3,489-33.7% | $2,836-18.4% | $4,740-51.2% |
| Participant deferral / active EE | $6,486 | $5,338+21.5% | $4,656+39.3% | $6,400+1.3% |
| Admin fee / account holder | $4,238 | $10,926-61.2% | $7,493-43.4% | $11,426-62.9% |