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 | $183,339 | $92,222+98.8% | $76,768+138.8% | $135,375+35.4% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,453 | $3,216+38.5% | $2,485+79.2% | $4,779-6.8% |
| Participant deferral / active EE | $6,412 | $4,509+42.2% | $3,852+66.5% | $5,609+14.3% |
| Admin fee / account holder | $3,352 | $10,748-68.8% | $6,675-49.8% | $10,827-69.0% |