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 | $218,218 | $54,229+302.4% | $70,092+211.3% | $68,494+218.6% |
| Participation rate | 96.6% | 64.5%+32.1pp | 70.5%+26.1pp | 67.9%+28.7pp |
| Annual return | -12.80% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,702 | $2,018+33.9% | $2,559+5.6% | $2,596+4.1% |
| Participant deferral / active EE | $11,440 | $2,956+287.1% | $3,849+197.2% | $4,027+184.1% |
| Admin fee / account holder | $6,160 | $4,694+31.2% | $6,267-1.7% | $5,403+14.0% |