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 | $149,552 | $100,754+48.4% | $86,677+72.5% | $134,475+11.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.03% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,119 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $10,352 | $5,338+93.9% | $4,656+122.4% | $6,400+61.8% |
| Admin fee / account holder | $32,197 | $10,926+194.7% | $7,493+329.7% | $11,426+181.8% |