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 | $183,764 | $99,032+85.6% | $80,019+129.6% | $135,375+35.7% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -1.38% | 15.39%-16.8pp | 11.22%-12.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $6,036 | $3,043+98.3% | $2,468+144.6% | $4,779+26.3% |
| Participant deferral / active EE | $4,704 | $4,282+9.8% | $3,686+27.6% | $5,609-16.1% |
| Admin fee / account holder | $95,076 | $10,436+811.1% | $6,521+1358.0% | $10,827+778.1% |