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 | $151,094 | $71,883+110.2% | $86,677+74.3% | $68,494+120.6% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -16.03% | 3.52%-19.6pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,108 | $2,173+227.1% | $2,836+150.6% | $2,596+173.8% |
| Participant deferral / active EE | $9,460 | $3,779+150.4% | $4,656+103.2% | $4,027+134.9% |
| Admin fee / account holder | $15,541 | $6,112+154.3% | $7,493+107.4% | $5,403+187.7% |