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 | $148,987 | $100,754+47.9% | $86,677+71.9% | $134,475+10.8% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -2.18% | 29.04%-31.2pp | 35.91%-38.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,753 | $3,489-49.8% | $2,836-38.2% | $4,740-63.0% |
| Participant deferral / active EE | $4,409 | $5,338-17.4% | $4,656-5.3% | $6,400-31.1% |
| Admin fee / account holder | $3,547 | $10,926-67.5% | $7,493-52.7% | $11,426-69.0% |