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 | $138,429 | $71,883+92.6% | $86,677+59.7% | $68,494+102.1% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -12.34% | 3.52%-15.9pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $777 | $2,173-64.2% | $2,836-72.6% | $2,596-70.1% |
| Participant deferral / active EE | $5,150 | $3,779+36.3% | $4,656+10.6% | $4,027+27.9% |
| Admin fee / account holder | $7,416 | $6,112+21.3% | $7,493-1.0% | $5,403+37.3% |