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 | $157,256 | $71,883+118.8% | $86,677+81.4% | $68,494+129.6% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -17.57% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,235 | $2,173+140.9% | $2,836+84.6% | $2,596+101.6% |
| Participant deferral / active EE | $4,594 | $3,779+21.6% | $4,656-1.3% | $4,027+14.1% |
| Admin fee / account holder | $2,844 | $6,112-53.5% | $7,493-62.1% | $5,403-47.4% |