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 | $122,631 | $71,883+70.6% | $86,677+41.5% | $68,494+79.0% |
| Participation rate | 92.5% | 72.2%+20.3pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -16.97% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,954 | $3,779+57.6% | $4,656+27.9% | $4,027+47.8% |
| Admin fee / account holder | $313 | $6,112-94.9% | $7,493-95.8% | $5,403-94.2% |