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 | $110,384 | $71,883+53.6% | $86,677+27.4% | $68,494+61.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -15.51% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,002 | $2,173+38.2% | $2,836+5.9% | $2,596+15.6% |
| Participant deferral / active EE | $15,603 | $3,779+312.9% | $4,656+235.1% | $4,027+287.4% |
| Admin fee / account holder | $30,746 | $6,112+403.1% | $7,493+310.3% | $5,403+469.1% |