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 | $156,885 | $100,754+55.7% | $86,677+81.0% | $134,475+16.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.76% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,000 | $3,489+43.3% | $2,836+76.3% | $4,740+5.5% |
| Participant deferral / active EE | $1,952 | $5,338-63.4% | $4,656-58.1% | $6,400-69.5% |
| Admin fee / account holder | $1,626 | $10,926-85.1% | $7,493-78.3% | $11,426-85.8% |