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 | $139,049 | $100,754+38.0% | $86,677+60.4% | $134,475+3.4% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -12.09% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $4,479 | $3,489+28.4% | $2,836+57.9% | $4,740-5.5% |
| Participant deferral / active EE | $4,370 | $5,338-18.1% | $4,656-6.1% | $6,400-31.7% |
| Admin fee / account holder | $34,864 | $10,926+219.1% | $7,493+365.3% | $11,426+205.1% |