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 | $123,277 | $73,004+68.9% | $90,749+35.8% | $68,494+80.0% |
| Participation rate | 91.5% | 70.8%+20.7pp | 75.7%+15.8pp | 67.9%+23.6pp |
| Annual return | -14.24% | -13.81%-0.4pp | -12.16%-2.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,713 | $2,193-21.9% | $2,921-41.4% | $2,596-34.0% |
| Participant deferral / active EE | $7,431 | $3,627+104.9% | $4,564+62.8% | $4,027+84.5% |
| Admin fee / account holder | $20,936 | $5,896+255.1% | $8,445+147.9% | $5,403+287.5% |