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 | $138,170 | $72,404+90.8% | $110,238+25.3% | $64,186+115.3% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | -5.65% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $809 | $2,282-64.6% | $3,826-78.9% | $2,381-66.0% |
| Participant deferral / active EE | $2,925 | $3,469-15.7% | $4,672-37.4% | $3,470-15.7% |
| Admin fee / account holder | $4,664 | $5,664-17.7% | $8,547-45.4% | $4,888-4.6% |