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 | $115,883 | $71,883+61.2% | $86,677+33.7% | $68,494+69.2% |
| Participation rate | 97.3% | 72.2%+25.1pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -11.09% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $6,817 | $2,173+213.7% | $2,836+140.3% | $2,596+162.6% |
| Participant deferral / active EE | $7,140 | $3,779+88.9% | $4,656+53.4% | $4,027+77.3% |
| Admin fee / account holder | $10,357 | $6,112+69.5% | $7,493+38.2% | $5,403+91.7% |