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 | $140,734 | $65,435+115.1% | $86,677+62.4% | $66,914+110.3% |
| Participation rate | 96.0% | 75.5%+20.5pp | 76.6%+19.4pp | 69.8%+26.2pp |
| Annual return | -14.50% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,913 | $2,153+81.7% | $2,836+38.0% | $2,544+53.8% |
| Participant deferral / active EE | $9,924 | $4,100+142.0% | $4,656+113.2% | $4,237+134.2% |
| Admin fee / account holder | $9,853 | $642+1435.8% | $7,493+31.5% | $593+1560.8% |