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 | $161,636 | $72,404+123.2% | $110,238+46.6% | $64,186+151.8% |
| Participation rate | 77.1% | 73.3%+3.7pp | 79.8%-2.7pp | 69.6%+7.5pp |
| Annual return | -3.48% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,697 | $2,282-25.6% | $3,826-55.7% | $2,381-28.7% |
| Participant deferral / active EE | $3,431 | $3,469-1.1% | $4,672-26.6% | $3,470-1.1% |
| Admin fee / account holder | $28,434 | $5,664+402.0% | $8,547+232.7% | $4,888+481.7% |