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 | $125,954 | $57,354+119.6% | $83,848+50.2% | $64,186+96.2% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | -4.15% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $885 | $2,545-65.2% | $3,631-75.6% | $2,381-62.8% |
| Participant deferral / active EE | $4,715 | $2,993+57.5% | $4,082+15.5% | $3,470+35.9% |
| Admin fee / account holder | $4,485 | $4,046+10.9% | $5,478-18.1% | $4,888-8.2% |