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 | $221,911 | $100,754+120.3% | $86,677+156.0% | $134,475+65.0% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -14.42% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $9,048 | $3,489+159.3% | $2,836+219.0% | $4,740+90.9% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,293 | $10,926-88.2% | $7,493-82.7% | $11,426-88.7% |