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 | $201,164 | $71,883+179.8% | $86,677+132.1% | $68,494+193.7% |
| Participation rate | 94.0% | 72.2%+21.8pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -14.50% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,756 | $2,173+118.9% | $2,836+67.7% | $2,596+83.2% |
| Participant deferral / active EE | $8,249 | $3,779+118.3% | $4,656+77.2% | $4,027+104.8% |
| Admin fee / account holder | $5,057 | $6,112-17.3% | $7,493-32.5% | $5,403-6.4% |