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 | $140,622 | $71,883+95.6% | $86,677+62.2% | $68,494+105.3% |
| Participation rate | 84.5% | 72.2%+12.2pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -15.31% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,523 | $2,173-29.9% | $2,836-46.3% | $2,596-41.3% |
| Participant deferral / active EE | $6,551 | $3,779+73.4% | $4,656+40.7% | $4,027+62.7% |
| Admin fee / account holder | $10,937 | $6,112+79.0% | $7,493+46.0% | $5,403+102.4% |