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 | $152,134 | $92,222+65.0% | $76,768+98.2% | $135,375+12.4% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -6.43% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,176 | $3,216-63.4% | $2,485-52.7% | $4,779-75.4% |
| Participant deferral / active EE | $4,976 | $4,509+10.4% | $3,852+29.2% | $5,609-11.3% |
| Admin fee / account holder | $19,955 | $10,748+85.7% | $6,675+199.0% | $10,827+84.3% |