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 | $211,272 | $64,707+226.5% | $112,228+88.3% | $68,494+208.5% |
| Participation rate | 79.6% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -18.35% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,534 | $2,746+28.7% | $3,635-2.8% | $2,596+36.1% |
| Participant deferral / active EE | $3,782 | $3,565+6.1% | $4,728-20.0% | $4,027-6.1% |
| Admin fee / account holder | $18,445 | $5,232+252.5% | $6,410+187.8% | $5,403+241.4% |