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 | $161,424 | $71,883+124.6% | $86,677+86.2% | $68,494+135.7% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -14.88% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,037 | $2,173-6.3% | $2,836-28.2% | $2,596-21.5% |
| Participant deferral / active EE | $6,800 | $3,779+79.9% | $4,656+46.1% | $4,027+68.8% |
| Admin fee / account holder | $36,297 | $6,112+493.9% | $7,493+384.4% | $5,403+571.8% |