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 | $144,404 | $99,032+45.8% | $80,019+80.5% | $135,375+6.7% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | -4.63% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,479 | $3,043-51.4% | $2,468-40.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,832 | $4,282-10.5% | $3,686+4.0% | $5,609-31.7% |
| Admin fee / account holder | $46,387 | $10,436+344.5% | $6,521+611.4% | $10,827+328.4% |