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 | $185,951 | $100,754+84.6% | $86,677+114.5% | $134,475+38.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.68% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $6,836 | $3,489+95.9% | $2,836+141.0% | $4,740+44.2% |
| Participant deferral / active EE | $10,126 | $5,338+89.7% | $4,656+117.5% | $6,400+58.2% |
| Admin fee / account holder | $23,251 | $10,926+112.8% | $7,493+210.3% | $11,426+103.5% |