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 | $193,897 | $92,222+110.3% | $76,768+152.6% | $135,375+43.2% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -1.52% | 5.46%-7.0pp | 2.43%-3.9pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,764 | $3,216-45.2% | $2,485-29.0% | $4,779-63.1% |
| Participant deferral / active EE | $4,334 | $4,509-3.9% | $3,852+12.5% | $5,609-22.7% |
| Admin fee / account holder | $19,978 | $10,748+85.9% | $6,675+199.3% | $10,827+84.5% |