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 | $185,146 | $71,883+157.6% | $86,677+113.6% | $68,494+170.3% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -10.11% | 3.52%-13.6pp | 35.91%-46.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $6,298 | $2,173+189.9% | $2,836+122.1% | $2,596+142.6% |
| Participant deferral / active EE | $9,027 | $3,779+138.9% | $4,656+93.9% | $4,027+124.2% |
| Admin fee / account holder | $15,020 | $6,112+145.8% | $7,493+100.4% | $5,403+178.0% |