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 | $144,003 | $99,032+45.4% | $80,019+80.0% | $135,375+6.4% |
| Participation rate | 76.5% | 78.4%-1.9pp | 75.8%+0.6pp | 82.6%-6.2pp |
| Annual return | -5.96% | 15.39%-21.3pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,646 | $3,043-45.9% | $2,468-33.3% | $4,779-65.6% |
| Participant deferral / active EE | $2,201 | $4,282-48.6% | $3,686-40.3% | $5,609-60.8% |
| Admin fee / account holder | $10,995 | $10,436+5.4% | $6,521+68.6% | $10,827+1.6% |