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 | $188,475 | $71,883+162.2% | $86,677+117.4% | $68,494+175.2% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.40% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,668 | $2,173+22.8% | $2,836-5.9% | $2,596+2.8% |
| Participant deferral / active EE | $8,740 | $3,779+131.3% | $4,656+87.7% | $4,027+117.0% |
| Admin fee / account holder | $14,244 | $6,112+133.1% | $7,493+90.1% | $5,403+163.7% |