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 | $156,149 | $64,707+141.3% | $112,228+39.1% | $68,494+128.0% |
| Participation rate | 72.5% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.6pp |
| Annual return | -7.88% | -11.40%+3.5pp | 27.45%-35.3pp | -7.84%0pp |
| Employer contribution / active EE | $837 | $2,746-69.5% | $3,635-77.0% | $2,596-67.8% |
| Participant deferral / active EE | $4,541 | $3,565+27.4% | $4,728-4.0% | $4,027+12.8% |
| Admin fee / account holder | $19,149 | $5,232+266.0% | $6,410+198.7% | $5,403+254.4% |