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 | $162,098 | $100,754+60.9% | $86,677+87.0% | $134,475+20.5% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -15.13% | 29.04%-44.2pp | 35.91%-51.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,778 | $3,489-49.0% | $2,836-37.3% | $4,740-62.5% |
| Participant deferral / active EE | $6,654 | $5,338+24.7% | $4,656+42.9% | $6,400+4.0% |
| Admin fee / account holder | $2,413 | $10,926-77.9% | $7,493-67.8% | $11,426-78.9% |