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 | $142,413 | $100,754+41.3% | $86,677+64.3% | $134,475+5.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.99% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,193 | $3,489-37.2% | $2,836-22.7% | $4,740-53.7% |
| Participant deferral / active EE | $4,256 | $5,338-20.3% | $4,656-8.6% | $6,400-33.5% |
| Admin fee / account holder | $18,204 | $10,926+66.6% | $7,493+142.9% | $11,426+59.3% |