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 | $163,818 | $100,754+62.6% | $86,677+89.0% | $134,475+21.8% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -16.26% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,645 | $3,489+61.8% | $2,836+99.0% | $4,740+19.1% |
| Participant deferral / active EE | $7,509 | $5,338+40.7% | $4,656+61.3% | $6,400+17.3% |
| Admin fee / account holder | $3,335 | $10,926-69.5% | $7,493-55.5% | $11,426-70.8% |