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 | $163,598 | $87,540+86.9% | $75,781+115.9% | $125,391+30.5% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -1.36% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,110 | $3,930-71.8% | $3,323-66.6% | $4,866-77.2% |
| Participant deferral / active EE | $5,649 | $4,229+33.6% | $3,651+54.7% | $5,352+5.6% |
| Admin fee / account holder | $20,814 | $6,502+220.1% | $5,299+292.8% | $9,540+118.2% |