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 | $99,799 | $71,883+38.8% | $86,677+15.1% | $68,494+45.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -18.65% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $999 | $2,173-54.0% | $2,836-64.8% | $2,596-61.5% |
| Participant deferral / active EE | $4,758 | $3,779+25.9% | $4,656+2.2% | $4,027+18.1% |
| Admin fee / account holder | $6,956 | $6,112+13.8% | $7,493-7.2% | $5,403+28.8% |