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 | $145,467 | $71,883+102.4% | $86,677+67.8% | $68,494+112.4% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -15.75% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,486 | $2,173+106.5% | $2,836+58.2% | $2,596+72.8% |
| Participant deferral / active EE | $9,033 | $3,779+139.1% | $4,656+94.0% | $4,027+124.3% |
| Admin fee / account holder | $9,180 | $6,112+50.2% | $7,493+22.5% | $5,403+69.9% |