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 | $177,834 | $71,883+147.4% | $86,677+105.2% | $68,494+159.6% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -14.12% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,346 | $2,173+54.0% | $2,836+18.0% | $2,596+28.9% |
| Participant deferral / active EE | $7,807 | $3,779+106.6% | $4,656+67.7% | $4,027+93.9% |
| Admin fee / account holder | $4,087 | $6,112-33.1% | $7,493-45.5% | $5,403-24.3% |