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 | $151,340 | $64,707+133.9% | $112,228+34.9% | $68,494+121.0% |
| Participation rate | 98.1% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.2pp |
| Annual return | -12.80% | -11.40%-1.4pp | 27.45%-40.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,155 | $2,746+14.9% | $3,635-13.2% | $2,596+21.5% |
| Participant deferral / active EE | $8,101 | $3,565+127.2% | $4,728+71.3% | $4,027+101.1% |
| Admin fee / account holder | $9,560 | $5,232+82.7% | $6,410+49.1% | $5,403+77.0% |