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 | $164,013 | $99,032+65.6% | $80,019+105.0% | $135,375+21.2% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -2.87% | 15.39%-18.3pp | 11.22%-14.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,510 | $3,043-50.4% | $2,468-38.8% | $4,779-68.4% |
| Participant deferral / active EE | $2,711 | $4,282-36.7% | $3,686-26.5% | $5,609-51.7% |
| Admin fee / account holder | $5,035 | $10,436-51.8% | $6,521-22.8% | $10,827-53.5% |