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 | $164,904 | $67,331+144.9% | $60,874+170.9% | $134,475+22.6% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.1%+22.7pp | 81.2%+14.6pp |
| Annual return | -8.82% | 49.93%-58.7pp | 16.90%-25.7pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,347 | $3,096-24.2% | $2,701-13.1% | $4,740-50.5% |
| Participant deferral / active EE | $6,408 | $4,538+41.2% | $3,817+67.9% | $6,400+0.1% |
| Admin fee / account holder | $2,971 | $4,582-35.2% | $3,224-7.9% | $11,426-74.0% |