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 | $170,241 | $64,707+163.1% | $112,228+51.7% | $68,494+148.5% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -15.57% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,620 | $2,746+68.3% | $3,635+27.1% | $2,596+77.9% |
| Participant deferral / active EE | $11,450 | $3,565+221.2% | $4,728+142.2% | $4,027+184.3% |
| Admin fee / account holder | $1,538 | $5,232-70.6% | $6,410-76.0% | $5,403-71.5% |