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 | $156,243 | $72,404+115.8% | $110,238+41.7% | $64,186+143.4% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.9pp |
| Annual return | -4.89% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,461 | $2,282+7.8% | $3,826-35.7% | $2,381+3.4% |
| Participant deferral / active EE | $5,598 | $3,469+61.4% | $4,672+19.8% | $3,470+61.3% |
| Admin fee / account holder | $5,822 | $5,664+2.8% | $8,547-31.9% | $4,888+19.1% |