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 | $152,306 | $100,754+51.2% | $86,677+75.7% | $134,475+13.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -11.90% | 29.04%-40.9pp | 35.91%-47.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,746 | $3,489-50.0% | $2,836-38.4% | $4,740-63.2% |
| Participant deferral / active EE | $4,210 | $5,338-21.1% | $4,656-9.6% | $6,400-34.2% |
| Admin fee / account holder | $47,462 | $10,926+334.4% | $7,493+533.4% | $11,426+315.4% |