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 | $197,582 | $99,032+99.5% | $80,019+146.9% | $135,375+46.0% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -5.69% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $547 | $3,043-82.0% | $2,468-77.8% | $4,779-88.6% |
| Participant deferral / active EE | $2,627 | $4,282-38.7% | $3,686-28.7% | $5,609-53.2% |
| Admin fee / account holder | $17,790 | $10,436+70.5% | $6,521+172.8% | $10,827+64.3% |