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 | $146,950 | $92,222+59.3% | $76,768+91.4% | $135,375+8.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -3.85% | 5.46%-9.3pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,015 | $3,216-68.4% | $2,485-59.1% | $4,779-78.8% |
| Participant deferral / active EE | $5,944 | $4,509+31.8% | $3,852+54.3% | $5,609+6.0% |
| Admin fee / account holder | $1,067 | $10,748-90.1% | $6,675-84.0% | $10,827-90.1% |