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 | $107,465 | $71,883+49.5% | $86,677+24.0% | $68,494+56.9% |
| Participation rate | 70.9% | 72.2%-1.3pp | 76.6%-5.7pp | 67.9%+3.0pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,714 | $2,173-21.1% | $2,836-39.6% | $2,596-34.0% |
| Participant deferral / active EE | $5,635 | $3,779+49.1% | $4,656+21.0% | $4,027+39.9% |
| Admin fee / account holder | $4,944 | $6,112-19.1% | $7,493-34.0% | $5,403-8.5% |