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 | $161,274 | $94,529+70.6% | $140,016+15.2% | $64,186+151.3% |
| Participation rate | 86.0% | 84.1%+1.9pp | 87.5%-1.5pp | 69.6%+16.4pp |
| Annual return | -5.76% | 7.77%-13.5pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,810 | $5,250+124.9% | $6,927+70.5% | $3,470+240.4% |
| Admin fee / account holder | $28,646 | $6,741+325.0% | $10,705+167.6% | $4,888+486.0% |