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 | $129,510 | $71,883+80.2% | $86,677+49.4% | $68,494+89.1% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -11.90% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $792 | $2,173-63.6% | $2,836-72.1% | $2,596-69.5% |
| Participant deferral / active EE | $4,268 | $3,779+13.0% | $4,656-8.3% | $4,027+6.0% |
| Admin fee / account holder | $4,471 | $6,112-26.8% | $7,493-40.3% | $5,403-17.2% |