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 | $175,915 | $100,754+74.6% | $86,677+103.0% | $134,475+30.8% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -13.97% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,366 | $3,489-3.5% | $2,836+18.7% | $4,740-29.0% |
| Participant deferral / active EE | $9,206 | $5,338+72.5% | $4,656+97.7% | $6,400+43.9% |
| Admin fee / account holder | $32,431 | $10,926+196.8% | $7,493+332.8% | $11,426+183.8% |