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 | $201,246 | $92,222+118.2% | $76,768+162.1% | $135,375+48.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.85% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,625 | $3,216-18.4% | $2,485+5.6% | $4,779-45.1% |
| Participant deferral / active EE | $7,622 | $4,509+69.0% | $3,852+97.9% | $5,609+35.9% |
| Admin fee / account holder | $11,554 | $10,748+7.5% | $6,675+73.1% | $10,827+6.7% |