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 | $152,965 | $62,586+144.4% | $76,768+99.3% | $64,186+138.3% |
| Participation rate | 95.7% | 72.8%+22.8pp | 77.0%+18.7pp | 69.6%+26.1pp |
| Annual return | -3.94% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $676 | $1,832-63.1% | $2,485-72.8% | $2,381-71.6% |
| Participant deferral / active EE | $3,029 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $683 | $4,667-85.4% | $6,675-89.8% | $4,888-86.0% |