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 | $157,216 | $54,350+189.3% | $82,719+90.1% | $68,494+129.5% |
| Participation rate | 98.0% | 63.9%+34.1pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | 4.45% | -13.67%+18.1pp | 701.18%-696.7pp | -7.84%+12.3pp |
| Employer contribution / active EE | $11,254 | $2,218+407.4% | $3,009+274.0% | $2,596+333.4% |
| Participant deferral / active EE | $29,922 | $3,246+821.8% | $4,395+580.8% | $4,027+643.0% |
| Admin fee / account holder | $88,412 | $4,395+1911.4% | $5,329+1559.1% | $5,403+1536.4% |