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 | $174,244 | $71,883+142.4% | $86,677+101.0% | $68,494+154.4% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -12.19% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,521 | $2,173-30.0% | $2,836-46.4% | $2,596-41.4% |
| Participant deferral / active EE | $7,028 | $3,779+86.0% | $4,656+51.0% | $4,027+74.5% |
| Admin fee / account holder | $15,675 | $6,112+156.5% | $7,493+109.2% | $5,403+190.1% |