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 | $162,406 | $100,754+61.2% | $86,677+87.4% | $134,475+20.8% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -14.46% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,548 | $3,489-27.0% | $2,836-10.2% | $4,740-46.2% |
| Participant deferral / active EE | $11,822 | $5,338+121.5% | $4,656+153.9% | $6,400+84.7% |
| Admin fee / account holder | $4,802 | $10,926-56.0% | $7,493-35.9% | $11,426-58.0% |