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 | $151,388 | $97,044+56.0% | $83,333+81.7% | $135,375+11.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -4.51% | 12.31%-16.8pp | 10.63%-15.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,214 | $4,143-22.4% | $3,379-4.9% | $4,779-32.7% |
| Participant deferral / active EE | $9,286 | $5,964+55.7% | $5,565+66.9% | $5,609+65.6% |
| Admin fee / account holder | $3,811 | $8,380-54.5% | $7,510-49.3% | $10,827-64.8% |