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 | $126,419 | $71,883+75.9% | $86,677+45.9% | $68,494+84.6% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -16.69% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,948 | $2,173-10.3% | $2,836-31.3% | $2,596-25.0% |
| Participant deferral / active EE | $6,879 | $3,779+82.1% | $4,656+47.8% | $4,027+70.8% |
| Admin fee / account holder | $14,098 | $6,112+130.7% | $7,493+88.1% | $5,403+160.9% |