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 | $171,713 | $71,883+138.9% | $86,677+98.1% | $68,494+150.7% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -18.70% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,104 | $2,173-49.2% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $7,043 | $3,779+86.4% | $4,656+51.3% | $4,027+74.9% |
| Admin fee / account holder | $13,204 | $6,112+116.0% | $7,493+76.2% | $5,403+144.4% |