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 | $157,493 | $100,754+56.3% | $86,677+81.7% | $134,475+17.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.38% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,406 | $3,489-31.0% | $2,836-15.2% | $4,740-49.2% |
| Participant deferral / active EE | $8,725 | $5,338+63.5% | $4,656+87.4% | $6,400+36.3% |
| Admin fee / account holder | $6,545 | $10,926-40.1% | $7,493-12.6% | $11,426-42.7% |