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 6-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 | $159,566 | $100,754+58.4% | $86,677+84.1% | $134,475+18.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $9,382 | $3,489+168.9% | $2,836+230.8% | $4,740+97.9% |
| Participant deferral / active EE | $6,398 | $5,338+19.9% | $4,656+37.4% | $6,4000% |
| Admin fee / account holder | $5,126 | $10,926-53.1% | $7,493-31.6% | $11,426-55.1% |