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 6-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 | $51,298 | $100,754-49.1% | $86,677-40.8% | $134,475-61.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.83% | 29.04%-47.9pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $7,124 | $3,489+104.2% | $2,836+151.1% | $4,740+50.3% |
| Participant deferral / active EE | $5,231 | $5,338-2.0% | $4,656+12.4% | $6,400-18.3% |
| Admin fee / account holder | $2,702 | $10,926-75.3% | $7,493-63.9% | $11,426-76.4% |