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 | $164,741 | $71,883+129.2% | $86,677+90.1% | $68,494+140.5% |
| Participation rate | 80.7% | 72.2%+8.5pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -17.41% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,328 | $2,173-38.9% | $2,836-53.2% | $2,596-48.9% |
| Participant deferral / active EE | $8,149 | $3,779+115.7% | $4,656+75.0% | $4,027+102.4% |
| Admin fee / account holder | $2,460 | $6,112-59.7% | $7,493-67.2% | $5,403-54.5% |