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 | $160,158 | $57,354+179.2% | $83,848+91.0% | $64,186+149.5% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.5pp |
| Annual return | -3.68% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $871 | $2,545-65.8% | $3,631-76.0% | $2,381-63.4% |
| Participant deferral / active EE | $6,149 | $2,993+105.4% | $4,082+50.7% | $3,470+77.2% |
| Admin fee / account holder | $2,771 | $4,046-31.5% | $5,478-49.4% | $4,888-43.3% |