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 | $235,711 | $100,754+133.9% | $86,677+171.9% | $134,475+75.3% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -14.42% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,676 | $3,489-23.3% | $2,836-5.6% | $4,740-43.5% |
| Participant deferral / active EE | $6,293 | $5,338+17.9% | $4,656+35.2% | $6,400-1.7% |
| Admin fee / account holder | $64,485 | $10,926+490.2% | $7,493+760.6% | $11,426+464.4% |