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 | $133,500 | $71,883+85.7% | $86,677+54.0% | $68,494+94.9% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -11.56% | 3.52%-15.1pp | 35.91%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,852 | $2,173+77.3% | $2,836+35.8% | $2,596+48.4% |
| Participant deferral / active EE | $5,187 | $3,779+37.3% | $4,656+11.4% | $4,027+28.8% |
| Admin fee / account holder | $15,381 | $6,112+151.7% | $7,493+105.3% | $5,403+184.7% |