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 | $159,125 | $72,404+119.8% | $110,238+44.3% | $64,186+147.9% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | -7.20% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $711 | $2,282-68.8% | $3,826-81.4% | $2,381-70.1% |
| Participant deferral / active EE | $3,566 | $3,469+2.8% | $4,672-23.7% | $3,470+2.8% |
| Admin fee / account holder | $3,399 | $5,664-40.0% | $8,547-60.2% | $4,888-30.5% |