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 | $239,260 | $71,883+232.8% | $86,677+176.0% | $68,494+249.3% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -16.57% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,176 | $2,173+138.2% | $2,836+82.5% | $2,596+99.3% |
| Participant deferral / active EE | $7,189 | $3,779+90.3% | $4,656+54.4% | $4,027+78.5% |
| Admin fee / account holder | $5,376 | $6,112-12.0% | $7,493-28.3% | $5,403-0.5% |