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 | $168,263 | $67,331+149.9% | $60,874+176.4% | $134,475+25.1% |
| Participation rate | 86.4% | 76.2%+10.2pp | 73.1%+13.3pp | 81.2%+5.1pp |
| Annual return | -7.20% | 49.93%-57.1pp | 16.90%-24.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,253 | $3,096+5.1% | $2,701+20.4% | $4,740-31.4% |
| Participant deferral / active EE | $7,778 | $4,538+71.4% | $3,817+103.8% | $6,400+21.5% |
| Admin fee / account holder | $2,053 | $4,582-55.2% | $3,224-36.3% | $11,426-82.0% |