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 | $162,421 | $100,754+61.2% | $86,677+87.4% | $134,475+20.8% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -9.20% | 29.04%-38.2pp | 35.91%-45.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $9,087 | $3,489+160.4% | $2,836+220.4% | $4,740+91.7% |
| Participant deferral / active EE | $3,318 | $5,338-37.8% | $4,656-28.7% | $6,400-48.2% |
| Admin fee / account holder | $5,329 | $10,926-51.2% | $7,493-28.9% | $11,426-53.4% |