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 | $188,864 | $100,754+87.5% | $86,677+117.9% | $134,475+40.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.32% | 29.04%-48.4pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,179 | $3,489-37.6% | $2,836-23.2% | $4,740-54.0% |
| Participant deferral / active EE | $4,027 | $5,338-24.6% | $4,656-13.5% | $6,400-37.1% |
| Admin fee / account holder | $38,336 | $10,926+250.9% | $7,493+411.6% | $11,426+235.5% |