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 | $150,276 | $113,935+31.9% | $94,224+59.5% | $125,391+19.8% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -1.48% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,862 | $4,727-18.3% | $3,587+7.7% | $4,866-20.6% |
| Participant deferral / active EE | $6,248 | $5,179+20.6% | $4,320+44.6% | $5,352+16.7% |
| Admin fee / account holder | $1,684 | $8,391-79.9% | $6,269-73.1% | $9,540-82.3% |