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 5-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 | $178,692 | $100,754+77.4% | $86,677+106.2% | $134,475+32.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.36% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,675 | $3,489-52.0% | $2,836-41.0% | $4,740-64.7% |
| Participant deferral / active EE | $5,330 | $5,338-0.1% | $4,656+14.5% | $6,400-16.7% |
| Admin fee / account holder | $973 | $10,926-91.1% | $7,493-87.0% | $11,426-91.5% |