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 | $115,613 | $100,754+14.7% | $86,677+33.4% | $134,475-14.0% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -16.26% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,477 | $3,489+28.3% | $2,836+57.8% | $4,740-5.5% |
| Participant deferral / active EE | $8,616 | $5,338+61.4% | $4,656+85.1% | $6,400+34.6% |
| Admin fee / account holder | $12,505 | $10,926+14.5% | $7,493+66.9% | $11,426+9.4% |