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 | $191,923 | $99,032+93.8% | $80,019+139.8% | $135,375+41.8% |
| Participation rate | 70.8% | 78.4%-7.5pp | 75.8%-5.0pp | 82.6%-11.8pp |
| Annual return | -6.97% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,161 | $3,043-61.9% | $2,468-53.0% | $4,779-75.7% |
| Participant deferral / active EE | $5,823 | $4,282+36.0% | $3,686+58.0% | $5,609+3.8% |
| Admin fee / account holder | $12,029 | $10,436+15.3% | $6,521+84.5% | $10,827+11.1% |