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 | $244,315 | $100,754+142.5% | $86,677+181.9% | $134,475+81.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.88% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,597 | $3,489+117.7% | $2,836+167.8% | $4,740+60.3% |
| Participant deferral / active EE | $5,948 | $5,338+11.4% | $4,656+27.8% | $6,400-7.1% |
| Admin fee / account holder | $21,472 | $10,926+96.5% | $7,493+186.6% | $11,426+87.9% |