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 | $151,073 | $71,883+110.2% | $86,677+74.3% | $68,494+120.6% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -13.74% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,514 | $2,173+61.7% | $2,836+23.9% | $2,596+35.4% |
| Participant deferral / active EE | $6,033 | $3,779+59.7% | $4,656+29.6% | $4,027+49.8% |
| Admin fee / account holder | $26,185 | $6,112+328.4% | $7,493+249.4% | $5,403+384.7% |