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 | $231,260 | $100,754+129.5% | $86,677+166.8% | $134,475+72.0% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -17.92% | 29.04%-47.0pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,555 | $3,489-26.8% | $2,836-9.9% | $4,740-46.1% |
| Participant deferral / active EE | $6,354 | $5,338+19.0% | $4,656+36.5% | $6,400-0.7% |
| Admin fee / account holder | $34,356 | $10,926+214.4% | $7,493+358.5% | $11,426+200.7% |