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 | $228,538 | $152,509+49.9% | $117,472+94.5% | $134,475+69.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -12.57% | 52.99%-65.6pp | 29.74%-42.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $934 | $5,571-83.2% | $4,176-77.6% | $4,740-80.3% |
| Participant deferral / active EE | $10,800 | $4,818+124.2% | $4,070+165.3% | $6,400+68.8% |
| Admin fee / account holder | $5,549 | $7,004-20.8% | $5,645-1.7% | $11,426-51.4% |