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 | $173,190 | $100,754+71.9% | $86,677+99.8% | $134,475+28.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.21% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,317 | $3,489-4.9% | $2,836+16.9% | $4,740-30.0% |
| Participant deferral / active EE | $5,922 | $5,338+10.9% | $4,656+27.2% | $6,400-7.5% |
| Admin fee / account holder | $1,446 | $10,926-86.8% | $7,493-80.7% | $11,426-87.3% |