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 | $131,505 | $71,883+82.9% | $86,677+51.7% | $68,494+92.0% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -15.71% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,543 | $2,173-29.0% | $2,836-45.6% | $2,596-40.6% |
| Participant deferral / active EE | $4,968 | $3,779+31.5% | $4,656+6.7% | $4,027+23.4% |
| Admin fee / account holder | $13,017 | $6,112+113.0% | $7,493+73.7% | $5,403+140.9% |