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 | $218,060 | $100,754+116.4% | $86,677+151.6% | $134,475+62.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.28% | 29.04%-40.3pp | 35.91%-47.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,283 | $3,489-34.6% | $2,836-19.5% | $4,740-51.8% |
| Participant deferral / active EE | $7,350 | $5,338+37.7% | $4,656+57.9% | $6,400+14.9% |
| Admin fee / account holder | $674 | $10,926-93.8% | $7,493-91.0% | $11,426-94.1% |