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 | $165,118 | $97,044+70.1% | $83,333+98.1% | $135,375+22.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.70% | 12.31%-20.0pp | 10.63%-18.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,461 | $4,143-64.7% | $3,379-56.8% | $4,779-69.4% |
| Participant deferral / active EE | $4,479 | $5,964-24.9% | $5,565-19.5% | $5,609-20.1% |
| Admin fee / account holder | $6,599 | $8,380-21.3% | $7,510-12.1% | $10,827-39.1% |