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 | $121,850 | $71,883+69.5% | $86,677+40.6% | $68,494+77.9% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -10.57% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,429 | $2,173-34.3% | $2,836-49.6% | $2,596-45.0% |
| Participant deferral / active EE | $2,160 | $3,779-42.8% | $4,656-53.6% | $4,027-46.4% |
| Admin fee / account holder | $9,146 | $6,112+49.6% | $7,493+22.1% | $5,403+69.3% |