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 | $126,296 | $72,404+74.4% | $110,238+14.6% | $64,186+96.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -3.69% | -6.29%+2.6pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $769 | $2,282-66.3% | $3,826-79.9% | $2,381-67.7% |
| Participant deferral / active EE | $4,546 | $3,469+31.0% | $4,672-2.7% | $3,470+31.0% |
| Admin fee / account holder | $16,646 | $5,664+193.9% | $8,547+94.8% | $4,888+240.5% |