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 | $248,968 | $100,754+147.1% | $86,677+187.2% | $134,475+85.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $9,565 | $3,489+174.1% | $2,836+237.2% | $4,740+101.8% |
| Participant deferral / active EE | $5,722 | $5,338+7.2% | $4,656+22.9% | $6,400-10.6% |
| Admin fee / account holder | $12,629 | $10,926+15.6% | $7,493+68.5% | $11,426+10.5% |