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 | $146,605 | $100,754+45.5% | $86,677+69.1% | $134,475+9.0% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -17.99% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $14,349 | $3,489+311.2% | $2,836+405.9% | $4,740+202.8% |
| Participant deferral / active EE | $9,859 | $5,338+84.7% | $4,656+111.8% | $6,400+54.0% |
| Admin fee / account holder | $15,548 | $10,926+42.3% | $7,493+107.5% | $11,426+36.1% |