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 | $114,565 | $71,883+59.4% | $86,677+32.2% | $68,494+67.3% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -9.16% | 3.52%-12.7pp | 35.91%-45.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $3,594 | $2,173+65.4% | $2,836+26.7% | $2,596+38.4% |
| Participant deferral / active EE | $5,534 | $3,779+46.5% | $4,656+18.9% | $4,027+37.4% |
| Admin fee / account holder | $18,987 | $6,112+210.7% | $7,493+153.4% | $5,403+251.4% |