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 | $181,590 | $71,883+152.6% | $86,677+109.5% | $68,494+165.1% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.6pp |
| Annual return | -16.80% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,604 | $2,173+19.8% | $2,836-8.2% | $2,596+0.3% |
| Participant deferral / active EE | $6,874 | $3,779+81.9% | $4,656+47.7% | $4,027+70.7% |
| Admin fee / account holder | $24,530 | $6,112+301.3% | $7,493+227.4% | $5,403+354.0% |