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 | $173,228 | $71,883+141.0% | $86,677+99.9% | $68,494+152.9% |
| Participation rate | 92.7% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.8pp |
| Annual return | -12.90% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,230 | $2,173-43.4% | $2,836-56.6% | $2,596-52.6% |
| Participant deferral / active EE | $6,456 | $3,779+70.8% | $4,656+38.7% | $4,027+60.3% |
| Admin fee / account holder | $6,032 | $6,112-1.3% | $7,493-19.5% | $5,403+11.6% |