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 | $147,461 | $71,883+105.1% | $86,677+70.1% | $68,494+115.3% |
| Participation rate | 90.7% | 72.2%+18.5pp | 76.6%+14.2pp | 67.9%+22.9pp |
| Annual return | -14.78% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,081 | $2,173+179.9% | $2,836+114.4% | $2,596+134.2% |
| Participant deferral / active EE | $9,854 | $3,779+160.8% | $4,656+111.7% | $4,027+144.7% |
| Admin fee / account holder | $10,724 | $6,112+75.5% | $7,493+43.1% | $5,403+98.5% |