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 | $96,216 | $71,883+33.9% | $86,677+11.0% | $68,494+40.5% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -18.59% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,566 | $2,173+18.1% | $2,836-9.5% | $2,596-1.2% |
| Participant deferral / active EE | $8,989 | $3,779+137.9% | $4,656+93.1% | $4,027+123.2% |
| Admin fee / account holder | $8,161 | $6,112+33.5% | $7,493+8.9% | $5,403+51.0% |