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 | $130,850 | $71,883+82.0% | $86,677+51.0% | $68,494+91.0% |
| Participation rate | 91.1% | 72.2%+18.9pp | 76.6%+14.5pp | 67.9%+23.2pp |
| Annual return | -17.25% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $808 | $2,173-62.8% | $2,836-71.5% | $2,596-68.9% |
| Participant deferral / active EE | $4,944 | $3,779+30.9% | $4,656+6.2% | $4,027+22.8% |
| Admin fee / account holder | $9,575 | $6,112+56.7% | $7,493+27.8% | $5,403+77.2% |