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 | $162,861 | $99,032+64.5% | $80,019+103.5% | $135,375+20.3% |
| Participation rate | 72.2% | 78.4%-6.1pp | 75.8%-3.6pp | 82.6%-10.4pp |
| Annual return | -4.50% | 15.39%-19.9pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,246 | $3,043-59.1% | $2,468-49.5% | $4,779-73.9% |
| Participant deferral / active EE | $8,307 | $4,282+94.0% | $3,686+125.4% | $5,609+48.1% |
| Admin fee / account holder | $13,994 | $10,436+34.1% | $6,521+114.6% | $10,827+29.3% |