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 | $154,899 | $61,660+151.2% | $80,019+93.6% | $64,186+141.3% |
| Participation rate | 81.0% | 71.7%+9.3pp | 75.8%+5.1pp | 69.6%+11.4pp |
| Annual return | -4.54% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $580 | $1,810-68.0% | $2,468-76.5% | $2,381-75.6% |
| Participant deferral / active EE | $6,151 | $2,968+107.3% | $3,686+66.9% | $3,470+77.3% |
| Admin fee / account holder | $18,904 | $5,417+249.0% | $6,521+189.9% | $4,888+286.7% |