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 | $157,328 | $73,004+115.5% | $90,749+73.4% | $68,494+129.7% |
| Participation rate | 91.7% | 70.8%+20.8pp | 75.7%+16.0pp | 67.9%+23.8pp |
| Annual return | -14.00% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,838 | $2,193+29.4% | $2,921-2.8% | $2,596+9.3% |
| Participant deferral / active EE | $8,826 | $3,627+143.4% | $4,564+93.4% | $4,027+119.2% |
| Admin fee / account holder | $4,816 | $5,896-18.3% | $8,445-43.0% | $5,403-10.9% |