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 | $246,372 | $100,754+144.5% | $86,677+184.2% | $134,475+83.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.66% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,204 | $3,489+77.8% | $2,836+118.7% | $4,740+30.9% |
| Participant deferral / active EE | $7,150 | $5,338+34.0% | $4,656+53.6% | $6,400+11.7% |
| Admin fee / account holder | $6,539 | $10,926-40.2% | $7,493-12.7% | $11,426-42.8% |