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 | $236,687 | $71,883+229.3% | $86,677+173.1% | $68,494+245.6% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -18.17% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,837 | $2,173+76.6% | $2,836+35.3% | $2,596+47.8% |
| Participant deferral / active EE | $7,453 | $3,779+97.3% | $4,656+60.1% | $4,027+85.1% |
| Admin fee / account holder | $47,464 | $6,112+676.6% | $7,493+533.4% | $5,403+778.5% |