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 | $72,404+117.3% | $110,238+42.7% | $64,186+145.1% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -7.08% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,928 | $2,282+28.3% | $3,826-23.5% | $2,381+23.0% |
| Participant deferral / active EE | $5,492 | $3,469+58.3% | $4,672+17.6% | $3,470+58.3% |
| Admin fee / account holder | $2,237 | $5,664-60.5% | $8,547-73.8% | $4,888-54.2% |