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 | $150,449 | $59,107+154.5% | $86,436+74.1% | $68,494+119.7% |
| Participation rate | 73.2% | 75.2%-2.1pp | 80.3%-7.2pp | 67.9%+5.3pp |
| Annual return | -3.61% | -0.23%-3.4pp | 4394.89%-4398.5pp | -7.84%+4.2pp |
| Employer contribution / active EE | $778 | $2,519-69.1% | $3,769-79.3% | $2,596-70.0% |
| Participant deferral / active EE | $3,995 | $5,901-32.3% | $6,952-42.5% | $4,027-0.8% |
| Admin fee / account holder | $12,183 | $5,637+116.1% | $6,731+81.0% | $5,403+125.5% |