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 | $153,211 | $64,707+136.8% | $112,228+36.5% | $68,494+123.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.77% | -11.40%+1.6pp | 27.45%-37.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,455 | $2,746-47.0% | $3,635-60.0% | $2,596-44.0% |
| Participant deferral / active EE | $7,553 | $3,565+111.9% | $4,728+59.8% | $4,027+87.6% |
| Admin fee / account holder | $2,535 | $5,232-51.6% | $6,410-60.5% | $5,403-53.1% |