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 | $91,765 | $71,883+27.7% | $86,677+5.9% | $68,494+34.0% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -13.97% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,986 | $2,173+83.5% | $2,836+40.5% | $2,596+53.5% |
| Participant deferral / active EE | $9,173 | $3,779+142.8% | $4,656+97.0% | $4,027+127.8% |
| Admin fee / account holder | $9,720 | $6,112+59.0% | $7,493+29.7% | $5,403+79.9% |