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 | $174,393 | $100,754+73.1% | $86,677+101.2% | $134,475+29.7% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -15.66% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,216 | $3,489-7.8% | $2,836+13.4% | $4,740-32.2% |
| Participant deferral / active EE | $12,861 | $5,338+140.9% | $4,656+176.3% | $6,400+101.0% |
| Admin fee / account holder | $3,134 | $10,926-71.3% | $7,493-58.2% | $11,426-72.6% |