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 | $70,211 | $100,754-30.3% | $86,677-19.0% | $134,475-47.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,863 | $3,489-18.0% | $2,836+0.9% | $4,740-39.6% |
| Participant deferral / active EE | $12,210 | $5,338+128.7% | $4,656+162.3% | $6,400+90.8% |
| Admin fee / account holder | $15,497 | $10,926+41.8% | $7,493+106.8% | $11,426+35.6% |