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 | $176,273 | $99,032+78.0% | $80,019+120.3% | $135,375+30.2% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | -7.54% | 15.39%-22.9pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,973 | $3,043-35.2% | $2,468-20.1% | $4,779-58.7% |
| Participant deferral / active EE | $10,253 | $4,282+139.4% | $3,686+178.2% | $5,609+82.8% |
| Admin fee / account holder | $893 | $10,436-91.4% | $6,521-86.3% | $10,827-91.8% |