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 | $157,683 | $67,331+134.2% | $60,874+159.0% | $134,475+17.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -14.91% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $14,286 | $3,096+361.4% | $2,701+428.8% | $4,740+201.4% |
| Participant deferral / active EE | $6,379 | $4,538+40.6% | $3,817+67.1% | $6,400-0.3% |
| Admin fee / account holder | $10,376 | $4,582+126.4% | $3,224+221.8% | $11,426-9.2% |