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 | $241,922 | $100,754+140.1% | $86,677+179.1% | $134,475+79.9% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -13.56% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,415 | $3,489+26.5% | $2,836+55.6% | $4,740-6.9% |
| Participant deferral / active EE | $6,928 | $5,338+29.8% | $4,656+48.8% | $6,400+8.3% |
| Admin fee / account holder | $4,777 | $10,926-56.3% | $7,493-36.2% | $11,426-58.2% |