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 | $196,616 | $100,754+95.1% | $86,677+126.8% | $134,475+46.2% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -19.59% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,777 | $3,489-49.1% | $2,836-37.4% | $4,740-62.5% |
| Participant deferral / active EE | $2,581 | $5,338-51.6% | $4,656-44.6% | $6,400-59.7% |
| Admin fee / account holder | $90,603 | $10,926+729.2% | $7,493+1109.1% | $11,426+693.0% |