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 | $161,448 | $97,044+66.4% | $83,333+93.7% | $135,375+19.3% |
| Participation rate | 94.1% | 80.4%+13.7pp | 77.8%+16.4pp | 82.6%+11.5pp |
| Annual return | -9.13% | 12.31%-21.4pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,366 | $4,143+5.4% | $3,379+29.2% | $4,779-8.6% |
| Participant deferral / active EE | $9,035 | $5,964+51.5% | $5,565+62.4% | $5,609+61.1% |
| Admin fee / account holder | $1,438 | $8,380-82.8% | $7,510-80.8% | $10,827-86.7% |