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 | $205,442 | $100,754+103.9% | $86,677+137.0% | $134,475+52.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $21,684 | $3,489+521.5% | $2,836+664.5% | $4,740+357.5% |
| Participant deferral / active EE | $16,634 | $5,338+211.6% | $4,656+257.3% | $6,400+159.9% |
| Admin fee / account holder | $3,293 | $10,926-69.9% | $7,493-56.0% | $11,426-71.2% |