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 | $184,718 | $100,754+83.3% | $86,677+113.1% | $134,475+37.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.94% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,527 | $3,489-27.6% | $2,836-10.9% | $4,740-46.7% |
| Participant deferral / active EE | $7,173 | $5,338+34.4% | $4,656+54.1% | $6,400+12.1% |
| Admin fee / account holder | $98,968 | $10,926+805.8% | $7,493+1220.8% | $11,426+766.2% |