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 | $146,148 | $100,754+45.1% | $86,677+68.6% | $134,475+8.7% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -18.73% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,131 | $3,489-10.3% | $2,836+10.4% | $4,740-33.9% |
| Participant deferral / active EE | $25,833 | $5,338+384.0% | $4,656+454.9% | $6,400+303.7% |
| Admin fee / account holder | $14,174 | $10,926+29.7% | $7,493+89.2% | $11,426+24.1% |