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 | $188,695 | $100,754+87.3% | $86,677+117.7% | $134,475+40.3% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -3.36% | 29.04%-32.4pp | 35.91%-39.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $2,664 | $3,489-23.7% | $2,836-6.1% | $4,740-43.8% |
| Participant deferral / active EE | $3,406 | $5,338-36.2% | $4,656-26.8% | $6,400-46.8% |
| Admin fee / account holder | $23,741 | $10,926+117.3% | $7,493+216.8% | $11,426+107.8% |