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 | $147,616 | $72,404+103.9% | $110,238+33.9% | $64,186+130.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -5.42% | -6.29%+0.9pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $667 | $2,282-70.8% | $3,826-82.6% | $2,381-72.0% |
| Participant deferral / active EE | $3,351 | $3,469-3.4% | $4,672-28.3% | $3,470-3.4% |
| Admin fee / account holder | $6,801 | $5,664+20.1% | $8,547-20.4% | $4,888+39.1% |