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 | $183,611 | $100,754+82.2% | $86,677+111.8% | $134,475+36.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.36% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,648 | $3,489+4.5% | $2,836+28.6% | $4,740-23.0% |
| Participant deferral / active EE | $10,434 | $5,338+95.5% | $4,656+124.1% | $6,400+63.0% |
| Admin fee / account holder | $1,492 | $10,926-86.3% | $7,493-80.1% | $11,426-86.9% |