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 | $198,323 | $71,883+175.9% | $86,677+128.8% | $68,494+189.5% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.8pp |
| Annual return | -13.96% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,568 | $2,173+110.2% | $2,836+61.1% | $2,596+75.9% |
| Participant deferral / active EE | $5,825 | $3,779+54.2% | $4,656+25.1% | $4,027+44.7% |
| Admin fee / account holder | $10,693 | $6,112+75.0% | $7,493+42.7% | $5,403+97.9% |