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 | $153,303 | $71,883+113.3% | $86,677+76.9% | $68,494+123.8% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -18.05% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,659 | $2,173+22.4% | $2,836-6.3% | $2,596+2.4% |
| Participant deferral / active EE | $9,118 | $3,779+141.3% | $4,656+95.8% | $4,027+126.4% |
| Admin fee / account holder | $5,735 | $6,112-6.2% | $7,493-23.5% | $5,403+6.1% |