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 | $217,304 | $85,790+153.3% | $67,313+222.8% | $135,375+60.5% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.1%+9.5pp | 82.6%-4.1pp |
| Annual return | -7.55% | -0.54%-7.0pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,138 | $3,487-38.7% | $2,566-16.7% | $4,779-55.3% |
| Participant deferral / active EE | $10,729 | $4,651+130.7% | $3,568+200.7% | $5,609+91.3% |
| Admin fee / account holder | $3,452 | $6,392-46.0% | $4,507-23.4% | $10,827-68.1% |