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 | $200,761 | $71,883+179.3% | $86,677+131.6% | $68,494+193.1% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -18.19% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,097 | $2,173+88.6% | $2,836+44.4% | $2,596+57.8% |
| Participant deferral / active EE | $8,616 | $3,779+128.0% | $4,656+85.1% | $4,027+113.9% |
| Admin fee / account holder | $20,253 | $6,112+231.4% | $7,493+170.3% | $5,403+274.9% |