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 | $121,724 | $59,805+103.5% | $79,550+53.0% | $68,494+77.7% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -17.01% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,454 | $1,505+63.1% | $2,413+1.7% | $2,596-5.5% |
| Participant deferral / active EE | $5,194 | $3,024+71.7% | $3,985+30.3% | $4,027+29.0% |
| Admin fee / account holder | $1,547 | $4,835-68.0% | $6,832-77.4% | $5,403-71.4% |