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 | $150,432 | $72,404+107.8% | $110,238+36.5% | $64,186+134.4% |
| Participation rate | 83.1% | 73.3%+9.7pp | 79.8%+3.2pp | 69.6%+13.5pp |
| Annual return | -5.70% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $952 | $2,282-58.3% | $3,826-75.1% | $2,381-60.0% |
| Participant deferral / active EE | $7,828 | $3,469+125.6% | $4,672+67.6% | $3,470+125.6% |
| Admin fee / account holder | $3,093 | $5,664-45.4% | $8,547-63.8% | $4,888-36.7% |