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 | $162,710 | $71,883+126.4% | $86,677+87.7% | $68,494+137.6% |
| Participation rate | 81.6% | 72.2%+9.4pp | 76.6%+5.1pp | 67.9%+13.7pp |
| Annual return | -16.77% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,813 | $2,173+29.5% | $2,836-0.8% | $2,596+8.4% |
| Participant deferral / active EE | $6,304 | $3,779+66.8% | $4,656+35.4% | $4,027+56.5% |
| Admin fee / account holder | $4,238 | $6,112-30.7% | $7,493-43.4% | $5,403-21.6% |