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 | $175,787 | $107,791+63.1% | $90,645+93.9% | $135,375+29.9% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | -6.22% | -0.90%-5.3pp | 1.88%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $666 | $3,018-77.9% | $2,532-73.7% | $4,779-86.1% |
| Participant deferral / active EE | $2,649 | $3,872-31.6% | $3,425-22.6% | $5,609-52.8% |
| Admin fee / account holder | $14,791 | $5,930+149.4% | $4,994+196.2% | $10,827+36.6% |