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 | $188,781 | $92,222+104.7% | $76,768+145.9% | $135,375+39.5% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -3.83% | 5.46%-9.3pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $2,485-51.2% | $4,779-74.6% |
| Participant deferral / active EE | $4,255 | $4,509-5.6% | $3,852+10.5% | $5,609-24.1% |
| Admin fee / account holder | $34,435 | $10,748+220.4% | $6,675+415.9% | $10,827+218.0% |