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 | $119,523 | $71,883+66.3% | $86,677+37.9% | $68,494+74.5% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -14.48% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,355 | $2,173+54.4% | $2,836+18.3% | $2,596+29.2% |
| Participant deferral / active EE | $10,157 | $3,779+168.8% | $4,656+118.2% | $4,027+152.2% |
| Admin fee / account holder | $53,881 | $6,112+781.6% | $7,493+619.1% | $5,403+897.3% |