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 | $170,574 | $95,193+79.2% | $76,523+122.9% | $135,375+26.0% |
| Participation rate | 81.0% | 74.4%+6.6pp | 68.0%+13.0pp | 82.6%-1.7pp |
| Annual return | -5.82% | 4.85%-10.7pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,557 | $4,639+19.8% | $3,835+44.9% | $5,609-0.9% |
| Admin fee / account holder | $2,802 | $6,249-55.2% | $4,848-42.2% | $10,827-74.1% |