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 | $161,119 | $71,883+124.1% | $86,677+85.9% | $68,494+135.2% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -17.97% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $13,689 | $2,173+530.0% | $2,836+382.6% | $2,596+427.3% |
| Participant deferral / active EE | $7,190 | $3,779+90.3% | $4,656+54.4% | $4,027+78.5% |
| Admin fee / account holder | $2,364 | $6,112-61.3% | $7,493-68.5% | $5,403-56.2% |