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 | $142,638 | $71,883+98.4% | $86,677+64.6% | $68,494+108.2% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -12.32% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,855 | $2,173-14.6% | $2,836-34.6% | $2,596-28.6% |
| Participant deferral / active EE | $5,207 | $3,779+37.8% | $4,656+11.8% | $4,027+29.3% |
| Admin fee / account holder | $24,982 | $6,112+308.8% | $7,493+233.4% | $5,403+362.4% |