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 | $142,664 | $92,222+54.7% | $76,768+85.8% | $135,375+5.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 1.24% | 5.46%-4.2pp | 2.43%-1.2pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,683 | $3,216-47.7% | $2,485-32.3% | $4,779-64.8% |
| Participant deferral / active EE | $3,435 | $4,509-23.8% | $3,852-10.8% | $5,609-38.8% |
| Admin fee / account holder | $16,913 | $10,748+57.4% | $6,675+153.4% | $10,827+56.2% |