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 6-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 | $155,822 | $64,707+140.8% | $112,228+38.8% | $68,494+127.5% |
| Participation rate | 75.4% | 67.2%+8.2pp | 75.1%+0.3pp | 67.9%+7.5pp |
| Annual return | -14.24% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,726 | $2,746+35.7% | $3,635+2.5% | $2,596+43.5% |
| Participant deferral / active EE | $8,521 | $3,565+139.0% | $4,728+80.2% | $4,027+111.6% |
| Admin fee / account holder | $21,358 | $5,232+308.2% | $6,410+233.2% | $5,403+295.3% |