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 | $180,750 | $100,754+79.4% | $86,677+108.5% | $134,475+34.4% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -10.44% | 29.04%-39.5pp | 35.91%-46.3pp | 417.96%-428.4pp |
| Employer contribution / active EE | $818 | $3,489-76.6% | $2,836-71.2% | $4,740-82.7% |
| Participant deferral / active EE | $8,342 | $5,338+56.3% | $4,656+79.2% | $6,400+30.4% |
| Admin fee / account holder | $18,570 | $10,926+70.0% | $7,493+147.8% | $11,426+62.5% |