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 3-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 | $131,166 | $100,754+30.2% | $86,677+51.3% | $134,475-2.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.82% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,836 | $3,489+124.6% | $2,836+176.3% | $4,740+65.3% |
| Participant deferral / active EE | $4,355 | $5,338-18.4% | $4,656-6.5% | $6,400-32.0% |
| Admin fee / account holder | $3,503 | $10,926-67.9% | $7,493-53.3% | $11,426-69.3% |