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 9-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 | $184,167 | $100,754+82.8% | $86,677+112.5% | $134,475+37.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.24% | 29.04%-42.3pp | 35.91%-49.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,121 | $3,489-67.9% | $2,836-60.5% | $4,740-76.4% |
| Participant deferral / active EE | $4,917 | $5,338-7.9% | $4,656+5.6% | $6,400-23.2% |
| Admin fee / account holder | $61,758 | $10,926+465.2% | $7,493+724.2% | $11,426+440.5% |