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 | $149,938 | $71,883+108.6% | $86,677+73.0% | $68,494+118.9% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -13.97% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,977 | $2,173+37.0% | $2,836+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $11,908 | $3,779+215.2% | $4,656+155.8% | $4,027+195.7% |
| Admin fee / account holder | $26,949 | $6,112+340.9% | $7,493+259.6% | $5,403+398.8% |