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 | $114,706 | $73,004+57.1% | $90,749+26.4% | $68,494+67.5% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -17.72% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,072 | $2,193+131.3% | $2,921+73.7% | $2,596+95.4% |
| Participant deferral / active EE | $7,335 | $3,627+102.2% | $4,564+60.7% | $4,027+82.1% |
| Admin fee / account holder | $6,059 | $5,896+2.8% | $8,445-28.3% | $5,403+12.1% |