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 | $151,775 | $100,754+50.6% | $86,677+75.1% | $134,475+12.9% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -15.59% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,885 | $3,489-46.0% | $2,836-33.5% | $4,740-60.2% |
| Participant deferral / active EE | $5,127 | $5,338-4.0% | $4,656+10.1% | $6,400-19.9% |
| Admin fee / account holder | $4,369 | $10,926-60.0% | $7,493-41.7% | $11,426-61.8% |