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 | $162,610 | $100,754+61.4% | $86,677+87.6% | $134,475+20.9% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -2.54% | 29.04%-31.6pp | 35.91%-38.4pp | 417.96%-420.5pp |
| Employer contribution / active EE | $2,056 | $3,489-41.1% | $2,836-27.5% | $4,740-56.6% |
| Participant deferral / active EE | $5,789 | $5,338+8.4% | $4,656+24.3% | $6,400-9.5% |
| Admin fee / account holder | $5,779 | $10,926-47.1% | $7,493-22.9% | $11,426-49.4% |