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 | $187,638 | $71,883+161.0% | $86,677+116.5% | $68,494+173.9% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -16.86% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,225 | $2,173-43.6% | $2,836-56.8% | $2,596-52.8% |
| Participant deferral / active EE | $6,116 | $3,779+61.9% | $4,656+31.4% | $4,027+51.9% |
| Admin fee / account holder | $4,087 | $6,112-33.1% | $7,493-45.5% | $5,403-24.4% |