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 | $231,384 | $100,754+129.7% | $86,677+167.0% | $134,475+72.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -19.14% | 29.04%-48.2pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,785 | $3,489-48.8% | $2,836-37.1% | $4,740-62.3% |
| Participant deferral / active EE | $6,418 | $5,338+20.2% | $4,656+37.9% | $6,400+0.3% |
| Admin fee / account holder | $4,249 | $10,926-61.1% | $7,493-43.3% | $11,426-62.8% |