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 | $114,512 | $59,805+91.5% | $79,550+44.0% | $68,494+67.2% |
| Participation rate | 72.1% | 61.1%+11.0pp | 69.5%+2.6pp | 67.9%+4.2pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,963 | $1,505+30.4% | $2,413-18.7% | $2,596-24.4% |
| Participant deferral / active EE | $5,955 | $3,024+96.9% | $3,985+49.4% | $4,027+47.9% |
| Admin fee / account holder | $11,191 | $4,835+131.5% | $6,832+63.8% | $5,403+107.1% |