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 | $161,957 | $67,331+140.5% | $60,874+166.1% | $134,475+20.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -13.23% | 49.93%-63.2pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $11,573 | $3,096+273.7% | $2,701+328.4% | $4,740+144.2% |
| Participant deferral / active EE | $14,216 | $4,538+213.2% | $3,817+272.5% | $6,400+122.1% |
| Admin fee / account holder | $15,435 | $4,582+236.9% | $3,224+378.7% | $11,426+35.1% |