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 | $112,712 | $71,883+56.8% | $86,677+30.0% | $68,494+64.6% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -13.97% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,124 | $2,173-2.2% | $2,836-25.1% | $2,596-18.2% |
| Participant deferral / active EE | $9,134 | $3,779+141.7% | $4,656+96.2% | $4,027+126.8% |
| Admin fee / account holder | $44,035 | $6,112+620.5% | $7,493+487.7% | $5,403+715.1% |