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 | $144,922 | $64,707+124.0% | $112,228+29.1% | $68,494+111.6% |
| Participation rate | 93.6% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.7pp |
| Annual return | -16.72% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,875 | $2,746+41.1% | $3,635+6.6% | $2,596+49.2% |
| Participant deferral / active EE | $6,665 | $3,565+87.0% | $4,728+41.0% | $4,027+65.5% |
| Admin fee / account holder | $11,680 | $5,232+123.2% | $6,410+82.2% | $5,403+116.2% |