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 | $194,039 | $100,754+92.6% | $86,677+123.9% | $134,475+44.3% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -16.86% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,936 | $3,489+70.1% | $2,836+109.3% | $4,740+25.2% |
| Participant deferral / active EE | $13,138 | $5,338+146.1% | $4,656+182.2% | $6,400+105.3% |
| Admin fee / account holder | $1,425 | $10,926-87.0% | $7,493-81.0% | $11,426-87.5% |