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 | $224,717 | $71,883+212.6% | $86,677+159.3% | $68,494+228.1% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -16.78% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,532 | $2,173+108.6% | $2,836+59.8% | $2,596+74.6% |
| Participant deferral / active EE | $9,925 | $3,779+162.7% | $4,656+113.2% | $4,027+146.4% |
| Admin fee / account holder | $16,229 | $6,112+165.5% | $7,493+116.6% | $5,403+200.4% |