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 | $172,075 | $64,707+165.9% | $112,228+53.3% | $68,494+151.2% |
| Participation rate | 89.5% | 67.2%+22.3pp | 75.1%+14.4pp | 67.9%+21.6pp |
| Annual return | -17.88% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,764 | $2,746+0.7% | $3,635-24.0% | $2,596+6.5% |
| Participant deferral / active EE | $6,460 | $3,565+81.2% | $4,728+36.6% | $4,027+60.4% |
| Admin fee / account holder | $12,174 | $5,232+132.7% | $6,410+89.9% | $5,403+125.3% |