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 | $155,919 | $100,754+54.8% | $86,677+79.9% | $134,475+15.9% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -14.59% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,586 | $3,489-54.5% | $2,836-44.1% | $4,740-66.5% |
| Participant deferral / active EE | $8,247 | $5,338+54.5% | $4,656+77.1% | $6,400+28.9% |
| Admin fee / account holder | $16,785 | $10,926+53.6% | $7,493+124.0% | $11,426+46.9% |