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 | $110,920 | $71,883+54.3% | $86,677+28.0% | $68,494+61.9% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -15.19% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,884 | $2,173+216.8% | $2,836+142.7% | $2,596+165.1% |
| Participant deferral / active EE | $4,749 | $3,779+25.7% | $4,656+2.0% | $4,027+17.9% |
| Admin fee / account holder | $11,251 | $6,112+84.1% | $7,493+50.2% | $5,403+108.3% |