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 | $194,888 | $73,004+167.0% | $90,749+114.8% | $68,494+184.5% |
| Participation rate | 92.3% | 70.8%+21.5pp | 75.7%+16.6pp | 67.9%+24.4pp |
| Annual return | -15.35% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,228 | $2,193+138.4% | $2,921+79.0% | $2,596+101.4% |
| Participant deferral / active EE | $11,158 | $3,627+207.7% | $4,564+144.5% | $4,027+177.1% |
| Admin fee / account holder | $578 | $5,896-90.2% | $8,445-93.2% | $5,403-89.3% |