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 | $156,982 | $92,222+70.2% | $76,768+104.5% | $135,375+16.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -7.59% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,346 | $3,216-27.0% | $2,485-5.6% | $4,779-50.9% |
| Participant deferral / active EE | $5,407 | $4,509+19.9% | $3,852+40.4% | $5,609-3.6% |
| Admin fee / account holder | $4,060 | $10,748-62.2% | $6,675-39.2% | $10,827-62.5% |