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 | $132,329 | $71,883+84.1% | $86,677+52.7% | $68,494+93.2% |
| Participation rate | 90.7% | 72.2%+18.5pp | 76.6%+14.2pp | 67.9%+22.9pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,004 | $2,173+130.3% | $2,836+76.4% | $2,596+92.7% |
| Participant deferral / active EE | $5,575 | $3,779+47.5% | $4,656+19.7% | $4,027+38.4% |
| Admin fee / account holder | $10,271 | $6,112+68.1% | $7,493+37.1% | $5,403+90.1% |