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 | $158,346 | $71,883+120.3% | $86,677+82.7% | $68,494+131.2% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -13.82% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,652 | $2,173+22.0% | $2,836-6.5% | $2,596+2.1% |
| Participant deferral / active EE | $7,211 | $3,779+90.8% | $4,656+54.9% | $4,027+79.1% |
| Admin fee / account holder | $330 | $6,112-94.6% | $7,493-95.6% | $5,403-93.9% |