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 | $150,489 | $71,883+109.4% | $86,677+73.6% | $68,494+119.7% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -9.14% | 3.52%-12.7pp | 35.91%-45.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,990 | $2,173-8.4% | $2,836-29.8% | $2,596-23.3% |
| Participant deferral / active EE | $5,662 | $3,779+49.9% | $4,656+21.6% | $4,027+40.6% |
| Admin fee / account holder | $5,664 | $6,112-7.3% | $7,493-24.4% | $5,403+4.8% |