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 | $228,011 | $71,883+217.2% | $86,677+163.1% | $68,494+232.9% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -14.03% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,207 | $2,173+47.6% | $2,836+13.1% | $2,596+23.5% |
| Participant deferral / active EE | $5,457 | $3,779+44.4% | $4,656+17.2% | $4,027+35.5% |
| Admin fee / account holder | $12,758 | $6,112+108.7% | $7,493+70.3% | $5,403+136.1% |