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 | $121,652 | $42,383+187.0% | $76,523+59.0% | $64,186+89.5% |
| Participation rate | 86.7% | 58.1%+28.5pp | 68.0%+18.7pp | 69.6%+17.1pp |
| Annual return | -5.13% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $778 | $1,563-50.3% | $2,647-70.6% | $2,381-67.3% |
| Participant deferral / active EE | $8,058 | $2,566+214.0% | $3,835+110.1% | $3,470+132.2% |
| Admin fee / account holder | $11,791 | $3,198+268.7% | $4,848+143.2% | $4,888+141.2% |