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 | $121,146 | $71,883+68.5% | $86,677+39.8% | $68,494+76.9% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,570 | $2,173-27.7% | $2,836-44.7% | $2,596-39.5% |
| Participant deferral / active EE | $3,289 | $3,779-13.0% | $4,656-29.4% | $4,027-18.3% |
| Admin fee / account holder | $7,382 | $6,112+20.8% | $7,493-1.5% | $5,403+36.6% |