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 | $193,147 | $71,883+168.7% | $86,677+122.8% | $68,494+182.0% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -16.42% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,545 | $2,173+63.2% | $2,836+25.0% | $2,596+36.6% |
| Participant deferral / active EE | $5,417 | $3,779+43.4% | $4,656+16.4% | $4,027+34.5% |
| Admin fee / account holder | $4,338 | $6,112-29.0% | $7,493-42.1% | $5,403-19.7% |