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 | $140,650 | $59,107+138.0% | $86,436+62.7% | $68,494+105.3% |
| Participation rate | 95.6% | 75.2%+20.4pp | 80.3%+15.3pp | 67.9%+27.7pp |
| Annual return | -17.08% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,906 | $2,519+15.4% | $3,769-22.9% | $2,596+11.9% |
| Participant deferral / active EE | $8,794 | $5,901+49.0% | $6,952+26.5% | $4,027+118.4% |
| Admin fee / account holder | $7,111 | $5,637+26.2% | $6,731+5.6% | $5,403+31.6% |