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 | $194,821 | $71,883+171.0% | $86,677+124.8% | $68,494+184.4% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -14.89% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,051 | $2,173+86.5% | $2,836+42.8% | $2,596+56.0% |
| Participant deferral / active EE | $7,936 | $3,779+110.0% | $4,656+70.5% | $4,027+97.1% |
| Admin fee / account holder | $10,023 | $6,112+64.0% | $7,493+33.8% | $5,403+85.5% |