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 | $183,945 | $71,883+155.9% | $86,677+112.2% | $68,494+168.6% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -17.84% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,384 | $2,173+193.8% | $2,836+125.1% | $2,596+145.9% |
| Participant deferral / active EE | $13,242 | $3,779+250.4% | $4,656+184.4% | $4,027+228.8% |
| Admin fee / account holder | $5,194 | $6,112-15.0% | $7,493-30.7% | $5,403-3.9% |