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 | $186,237 | $97,044+91.9% | $83,333+123.5% | $135,375+37.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.07% | 12.31%-15.4pp | 10.63%-13.7pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,493 | $4,143-64.0% | $3,379-55.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,103 | $5,964-48.0% | $5,565-44.2% | $5,609-44.7% |
| Admin fee / account holder | $136,436 | $8,380+1528.2% | $7,510+1716.6% | $10,827+1160.1% |