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 | $207,617 | $71,883+188.8% | $86,677+139.5% | $68,494+203.1% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | -14.56% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,424 | $2,173-34.5% | $2,836-49.8% | $2,596-45.1% |
| Participant deferral / active EE | $6,257 | $3,779+65.6% | $4,656+34.4% | $4,027+55.4% |
| Admin fee / account holder | $23,757 | $6,112+288.7% | $7,493+217.1% | $5,403+339.7% |