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 | $234,743 | $71,883+226.6% | $86,677+170.8% | $68,494+242.7% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -18.79% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $9,688 | $2,173+345.9% | $2,836+241.6% | $2,596+273.2% |
| Participant deferral / active EE | $7,810 | $3,779+106.7% | $4,656+67.7% | $4,027+93.9% |
| Admin fee / account holder | $9,029 | $6,112+47.7% | $7,493+20.5% | $5,403+67.1% |