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 | $181,760 | $110,094+65.1% | $151,611+19.9% | $68,494+165.4% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -18.22% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,018 | $4,471+34.6% | $6,166-2.4% | $2,596+131.8% |
| Participant deferral / active EE | $9,737 | $6,527+49.2% | $8,363+16.4% | $4,027+141.8% |
| Admin fee / account holder | $13,978 | $7,719+81.1% | $11,616+20.3% | $5,403+158.7% |