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 | $178,304 | $71,883+148.0% | $86,677+105.7% | $68,494+160.3% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -14.34% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,127 | $2,173-48.1% | $2,836-60.3% | $2,596-56.6% |
| Participant deferral / active EE | $5,115 | $3,779+35.4% | $4,656+9.9% | $4,027+27.0% |
| Admin fee / account holder | $6,391 | $6,112+4.6% | $7,493-14.7% | $5,403+18.3% |