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 | $192,813 | $100,754+91.4% | $86,677+122.5% | $134,475+43.4% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -15.39% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,791 | $3,489+8.6% | $2,836+33.6% | $4,740-20.0% |
| Participant deferral / active EE | $9,467 | $5,338+77.4% | $4,656+103.3% | $6,400+47.9% |
| Admin fee / account holder | $6,365 | $10,926-41.7% | $7,493-15.1% | $11,426-44.3% |