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 | $145,095 | $100,754+44.0% | $86,677+67.4% | $134,475+7.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.30% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,660 | $3,489-52.4% | $2,836-41.5% | $4,740-65.0% |
| Participant deferral / active EE | $3,483 | $5,338-34.7% | $4,656-25.2% | $6,400-45.6% |
| Admin fee / account holder | $4,390 | $10,926-59.8% | $7,493-41.4% | $11,426-61.6% |