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 | $154,257 | $71,883+114.6% | $86,677+78.0% | $68,494+125.2% |
| Participation rate | 94.3% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.4pp |
| Annual return | -16.32% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,175 | $2,173+92.1% | $2,836+47.2% | $2,596+60.8% |
| Participant deferral / active EE | $7,288 | $3,779+92.9% | $4,656+56.5% | $4,027+81.0% |
| Admin fee / account holder | $20,656 | $6,112+238.0% | $7,493+175.7% | $5,403+282.3% |