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 | $153,613 | $71,883+113.7% | $86,677+77.2% | $68,494+124.3% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -10.92% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,329 | $2,173+53.2% | $2,836+17.4% | $2,596+28.2% |
| Participant deferral / active EE | $5,638 | $3,779+49.2% | $4,656+21.1% | $4,027+40.0% |
| Admin fee / account holder | $3,921 | $6,112-35.8% | $7,493-47.7% | $5,403-27.4% |