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 | $219,330 | $71,883+205.1% | $86,677+153.0% | $68,494+220.2% |
| Participation rate | 86.1% | 72.2%+13.9pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -14.34% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,869 | $2,173+78.0% | $2,836+36.4% | $2,596+49.0% |
| Participant deferral / active EE | $10,440 | $3,779+176.3% | $4,656+124.2% | $4,027+159.2% |
| Admin fee / account holder | $5,550 | $6,112-9.2% | $7,493-25.9% | $5,403+2.7% |