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 | $248,610 | $100,754+146.7% | $86,677+186.8% | $134,475+84.9% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -11.00% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,152 | $3,489-38.3% | $2,836-24.1% | $4,740-54.6% |
| Participant deferral / active EE | $8,709 | $5,338+63.2% | $4,656+87.1% | $6,400+36.1% |
| Admin fee / account holder | $4,959 | $10,926-54.6% | $7,493-33.8% | $11,426-56.6% |