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 | $202,426 | $71,883+181.6% | $86,677+133.5% | $68,494+195.5% |
| Participation rate | 73.7% | 72.2%+1.4pp | 76.6%-2.9pp | 67.9%+5.8pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,053 | $2,173+40.5% | $2,836+7.6% | $2,596+17.6% |
| Participant deferral / active EE | $6,364 | $3,779+68.4% | $4,656+36.7% | $4,027+58.0% |
| Admin fee / account holder | $11,491 | $6,112+88.0% | $7,493+53.4% | $5,403+112.7% |