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 | $190,442 | $67,331+182.8% | $60,874+212.8% | $134,475+41.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -13.48% | 49.93%-63.4pp | 16.90%-30.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,481 | $3,096+12.4% | $2,701+28.9% | $4,740-26.6% |
| Participant deferral / active EE | $6,540 | $4,538+44.1% | $3,817+71.3% | $6,400+2.2% |
| Admin fee / account holder | $12,173 | $4,582+165.7% | $3,224+277.5% | $11,426+6.5% |