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 | $222,598 | $100,754+120.9% | $86,677+156.8% | $134,475+65.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.03% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,354 | $3,489-32.5% | $2,836-17.0% | $4,740-50.3% |
| Participant deferral / active EE | $7,494 | $5,338+40.4% | $4,656+61.0% | $6,400+17.1% |
| Admin fee / account holder | $896 | $10,926-91.8% | $7,493-88.0% | $11,426-92.2% |