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 | $138,726 | $72,404+91.6% | $110,238+25.8% | $64,186+116.1% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.1pp |
| Annual return | -4.70% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $606 | $2,282-73.4% | $3,826-84.2% | $2,381-74.5% |
| Participant deferral / active EE | $5,077 | $3,469+46.3% | $4,672+8.7% | $3,470+46.3% |
| Admin fee / account holder | $8,363 | $5,664+47.6% | $8,547-2.2% | $4,888+71.1% |