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 | $152,218 | $105,860+43.8% | $90,749+67.7% | $134,475+13.2% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -12.06% | -11.01%-1.1pp | -12.16%+0.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,527 | $3,462-55.9% | $2,921-47.7% | $4,740-67.8% |
| Participant deferral / active EE | $3,042 | $5,216-41.7% | $4,564-33.3% | $6,400-52.5% |
| Admin fee / account holder | $5,691 | $13,938-59.2% | $8,445-32.6% | $11,426-50.2% |