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 | $161,808 | $92,222+75.5% | $76,768+110.8% | $135,375+19.5% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -7.63% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,286 | $3,216+2.2% | $2,485+32.2% | $4,779-31.2% |
| Participant deferral / active EE | $9,033 | $4,509+100.3% | $3,852+134.5% | $5,609+61.0% |
| Admin fee / account holder | $3,066 | $10,748-71.5% | $6,675-54.1% | $10,827-71.7% |