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 | $150,741 | $100,754+49.6% | $86,677+73.9% | $134,475+12.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.69% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $8,756 | $3,489+150.9% | $2,836+208.7% | $4,740+84.7% |
| Participant deferral / active EE | $3,921 | $5,338-26.5% | $4,656-15.8% | $6,400-38.7% |
| Admin fee / account holder | $158,173 | $10,926+1347.6% | $7,493+2010.9% | $11,426+1284.3% |