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 | $137,807 | $100,754+36.8% | $86,677+59.0% | $134,475+2.5% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -14.01% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,758 | $3,489+7.7% | $2,836+32.5% | $4,740-20.7% |
| Participant deferral / active EE | $8,472 | $5,338+58.7% | $4,656+82.0% | $6,400+32.4% |
| Admin fee / account holder | $25,020 | $10,926+129.0% | $7,493+233.9% | $11,426+119.0% |