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 8-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 | $111,583 | $71,883+55.2% | $86,677+28.7% | $68,494+62.9% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -18.25% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,991 | $2,173+83.7% | $2,836+40.7% | $2,596+53.7% |
| Participant deferral / active EE | $4,261 | $3,779+12.8% | $4,656-8.5% | $4,027+5.8% |
| Admin fee / account holder | $15,066 | $6,112+146.5% | $7,493+101.1% | $5,403+178.9% |