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 | $191,189 | $100,754+89.8% | $86,677+120.6% | $134,475+42.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.97% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,297 | $3,489-34.2% | $2,836-19.0% | $4,740-51.5% |
| Participant deferral / active EE | $7,288 | $5,338+36.5% | $4,656+56.5% | $6,400+13.9% |
| Admin fee / account holder | $7,850 | $10,926-28.2% | $7,493+4.8% | $11,426-31.3% |