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 | $157,112 | $100,754+55.9% | $86,677+81.3% | $134,475+16.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.44% | 29.04%-44.5pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,822 | $3,489-19.1% | $2,836-0.5% | $4,740-40.5% |
| Participant deferral / active EE | $10,520 | $5,338+97.1% | $4,656+126.0% | $6,400+64.4% |
| Admin fee / account holder | $1,026 | $10,926-90.6% | $7,493-86.3% | $11,426-91.0% |