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 | $196,387 | $67,331+191.7% | $60,874+222.6% | $134,475+46.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.27% | 49.93%-68.2pp | 16.90%-35.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $17,319 | $3,096+459.3% | $2,701+541.1% | $4,740+265.4% |
| Participant deferral / active EE | $8,625 | $4,538+90.0% | $3,817+126.0% | $6,400+34.8% |
| Admin fee / account holder | $3,856 | $4,582-15.8% | $3,224+19.6% | $11,426-66.3% |