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 | $155,606 | $71,883+116.5% | $86,677+79.5% | $68,494+127.2% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -13.46% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $7,315 | $2,173+236.7% | $2,836+157.9% | $2,596+181.8% |
| Participant deferral / active EE | $5,580 | $3,779+47.7% | $4,656+19.8% | $4,027+38.6% |
| Admin fee / account holder | $1,934 | $6,112-68.4% | $7,493-74.2% | $5,403-64.2% |