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 | $159,397 | $100,754+58.2% | $86,677+83.9% | $134,475+18.5% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.60% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $18,903 | $3,489+441.8% | $2,836+566.4% | $4,740+298.8% |
| Participant deferral / active EE | $8,280 | $5,338+55.1% | $4,656+77.8% | $6,400+29.4% |
| Admin fee / account holder | $2,230 | $10,926-79.6% | $7,493-70.2% | $11,426-80.5% |