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 | $130,353 | $71,883+81.3% | $86,677+50.4% | $68,494+90.3% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -14.59% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,254 | $2,173+95.8% | $2,836+50.0% | $2,596+63.8% |
| Participant deferral / active EE | $4,958 | $3,779+31.2% | $4,656+6.5% | $4,027+23.1% |
| Admin fee / account holder | $3,055 | $6,112-50.0% | $7,493-59.2% | $5,403-43.5% |