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 | $156,675 | $100,754+55.5% | $86,677+80.8% | $134,475+16.5% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -16.37% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,795 | $3,489+8.8% | $2,836+33.8% | $4,740-19.9% |
| Participant deferral / active EE | $6,413 | $5,338+20.1% | $4,656+37.8% | $6,400+0.2% |
| Admin fee / account holder | $15,624 | $10,926+43.0% | $7,493+108.5% | $11,426+36.7% |