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 | $164,965 | $100,754+63.7% | $86,677+90.3% | $134,475+22.7% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -12.32% | 29.04%-41.4pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $893 | $3,489-74.4% | $2,836-68.5% | $4,740-81.2% |
| Participant deferral / active EE | $6,217 | $5,338+16.5% | $4,656+33.5% | $6,400-2.9% |
| Admin fee / account holder | $17,920 | $10,926+64.0% | $7,493+139.1% | $11,426+56.8% |