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 | $145,115 | $71,883+101.9% | $86,677+67.4% | $68,494+111.9% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.3pp | 67.9%+21.9pp |
| Annual return | -14.04% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,646 | $2,173-24.2% | $2,836-42.0% | $2,596-36.6% |
| Participant deferral / active EE | $6,009 | $3,779+59.0% | $4,656+29.1% | $4,027+49.2% |
| Admin fee / account holder | $22,445 | $6,112+267.2% | $7,493+199.5% | $5,403+315.4% |