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 | $156,373 | $71,883+117.5% | $86,677+80.4% | $68,494+128.3% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -18.41% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,693 | $2,173+208.0% | $2,836+136.0% | $2,596+157.8% |
| Participant deferral / active EE | $20,043 | $3,779+430.4% | $4,656+330.5% | $4,027+397.7% |
| Admin fee / account holder | $14,323 | $6,112+134.4% | $7,493+91.1% | $5,403+165.1% |