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 | $126,687 | $71,883+76.2% | $86,677+46.2% | $68,494+85.0% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -12.60% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,322 | $2,173+6.9% | $2,836-18.1% | $2,596-10.6% |
| Participant deferral / active EE | $2,106 | $3,779-44.3% | $4,656-54.8% | $4,027-47.7% |
| Admin fee / account holder | $9,029 | $6,112+47.7% | $7,493+20.5% | $5,403+67.1% |