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 | $160,015 | $100,754+58.8% | $86,677+84.6% | $134,475+19.0% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -17.00% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,947 | $3,489+99.1% | $2,836+144.9% | $4,740+46.6% |
| Participant deferral / active EE | $4,676 | $5,338-12.4% | $4,656+0.4% | $6,400-26.9% |
| Admin fee / account holder | $11,268 | $10,926+3.1% | $7,493+50.4% | $11,426-1.4% |