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 | $200,425 | $67,331+197.7% | $60,874+229.2% | $134,475+49.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -14.67% | 49.93%-64.6pp | 16.90%-31.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,438 | $3,096-21.3% | $2,701-9.8% | $4,740-48.6% |
| Participant deferral / active EE | $5,812 | $4,538+28.1% | $3,817+52.3% | $6,400-9.2% |
| Admin fee / account holder | $2,452 | $4,582-46.5% | $3,224-24.0% | $11,426-78.5% |