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 | $203,629 | $100,754+102.1% | $86,677+134.9% | $134,475+51.4% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -18.45% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,327 | $3,489-33.3% | $2,836-18.0% | $4,740-50.9% |
| Participant deferral / active EE | $10,522 | $5,338+97.1% | $4,656+126.0% | $6,400+64.4% |
| Admin fee / account holder | $3,218 | $10,926-70.5% | $7,493-57.1% | $11,426-71.8% |