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 | $115,648 | $59,805+93.4% | $79,550+45.4% | $68,494+68.8% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.5%+27.8pp | 67.9%+29.4pp |
| Annual return | -11.68% | -12.30%+0.6pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $4,119 | $1,505+173.7% | $2,413+70.7% | $2,596+58.7% |
| Participant deferral / active EE | $4,574 | $3,024+51.2% | $3,985+14.8% | $4,027+13.6% |
| Admin fee / account holder | $6,010 | $4,835+24.3% | $6,832-12.0% | $5,403+11.2% |