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 | $178,985 | $100,754+77.6% | $86,677+106.5% | $134,475+33.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,496 | $3,489+0.2% | $2,836+23.3% | $4,740-26.2% |
| Participant deferral / active EE | $6,810 | $5,338+27.6% | $4,656+46.3% | $6,400+6.4% |
| Admin fee / account holder | $529 | $10,926-95.2% | $7,493-92.9% | $11,426-95.4% |