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 | $159,623 | $99,032+61.2% | $80,019+99.5% | $135,375+17.9% |
| Participation rate | 95.8% | 78.4%+17.5pp | 75.8%+20.0pp | 82.6%+13.2pp |
| Annual return | -6.54% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,731 | $3,043+154.0% | $2,468+213.3% | $4,779+61.8% |
| Participant deferral / active EE | $7,604 | $4,282+77.6% | $3,686+106.3% | $5,609+35.6% |
| Admin fee / account holder | $9,749 | $10,436-6.6% | $6,521+49.5% | $10,827-10.0% |