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 | $152,549 | $106,115+43.8% | $85,969+77.4% | $125,391+21.7% |
| Participation rate | 73.7% | 84.1%-10.4pp | 76.5%-2.9pp | 83.2%-9.5pp |
| Annual return | -1.25% | 13.93%-15.2pp | 9.32%-10.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,519 | $4,537-66.5% | $3,474-56.3% | $4,866-68.8% |
| Participant deferral / active EE | $3,717 | $4,859-23.5% | $3,829-2.9% | $5,352-30.5% |
| Admin fee / account holder | $1,606 | $8,144-80.3% | $6,053-73.5% | $9,540-83.2% |