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 | $197,229 | $71,883+174.4% | $86,677+127.5% | $68,494+187.9% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -14.06% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,877 | $2,173+32.4% | $2,836+1.4% | $2,596+10.8% |
| Participant deferral / active EE | $7,869 | $3,779+108.3% | $4,656+69.0% | $4,027+95.4% |
| Admin fee / account holder | $4,112 | $6,112-32.7% | $7,493-45.1% | $5,403-23.9% |