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 | $94,044 | $71,883+30.8% | $86,677+8.5% | $68,494+37.3% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -13.43% | 3.52%-17.0pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,380 | $2,173+55.6% | $2,836+19.2% | $2,596+30.2% |
| Participant deferral / active EE | $8,320 | $3,779+120.2% | $4,656+78.7% | $4,027+106.6% |
| Admin fee / account holder | $25,339 | $6,112+314.6% | $7,493+238.2% | $5,403+369.0% |