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 5-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 | $156,720 | $100,754+55.5% | $86,677+80.8% | $134,475+16.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.95% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,468 | $3,489-29.3% | $2,836-13.0% | $4,740-47.9% |
| Participant deferral / active EE | $4,695 | $5,338-12.0% | $4,656+0.9% | $6,400-26.6% |
| Admin fee / account holder | $3,124 | $10,926-71.4% | $7,493-58.3% | $11,426-72.7% |