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 | $219,007 | $97,044+125.7% | $83,333+162.8% | $135,375+61.8% |
| Participation rate | 81.3% | 80.4%+0.8pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -4.95% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $823 | $4,143-80.1% | $3,379-75.6% | $4,779-82.8% |
| Participant deferral / active EE | $10,286 | $5,964+72.4% | $5,565+84.8% | $5,609+83.4% |
| Admin fee / account holder | $780 | $8,380-90.7% | $7,510-89.6% | $10,827-92.8% |