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 | $137,312 | $100,754+36.3% | $86,677+58.4% | $134,475+2.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,808 | $3,489+9.1% | $2,836+34.2% | $4,740-19.7% |
| Participant deferral / active EE | $10,522 | $5,338+97.1% | $4,656+126.0% | $6,400+64.4% |
| Admin fee / account holder | $3,117 | $10,926-71.5% | $7,493-58.4% | $11,426-72.7% |