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 | $240,802 | $71,883+235.0% | $86,677+177.8% | $68,494+251.6% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -17.41% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $841 | $2,173-61.3% | $2,836-70.4% | $2,596-67.6% |
| Participant deferral / active EE | $5,876 | $3,779+55.5% | $4,656+26.2% | $4,027+45.9% |
| Admin fee / account holder | $5,008 | $6,112-18.1% | $7,493-33.2% | $5,403-7.3% |