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 | $152,618 | $83,427+82.9% | $115,756+31.8% | $68,494+122.8% |
| Participation rate | 95.1% | 71.9%+23.2pp | 77.1%+18.0pp | 67.9%+27.2pp |
| Annual return | -14.97% | -10.95%-4.0pp | 143.14%-158.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,340 | $3,075+73.7% | $3,793+40.8% | $2,596+105.7% |
| Participant deferral / active EE | $4,229 | $5,355-21.0% | $6,254-32.4% | $4,027+5.0% |
| Admin fee / account holder | $31,110 | $5,708+445.1% | $8,124+282.9% | $5,403+475.8% |