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 | $161,365 | $71,883+124.5% | $86,677+86.2% | $68,494+135.6% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -15.67% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,736 | $2,173-20.1% | $2,836-38.8% | $2,596-33.1% |
| Participant deferral / active EE | $4,919 | $3,779+30.2% | $4,656+5.6% | $4,027+22.1% |
| Admin fee / account holder | $4,594 | $6,112-24.8% | $7,493-38.7% | $5,403-15.0% |