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 | $108,464 | $92,222+17.6% | $76,768+41.3% | $135,375-19.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -8.02% | 5.46%-13.5pp | 2.43%-10.4pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,221 | $3,216-62.0% | $2,485-50.9% | $4,779-74.5% |
| Participant deferral / active EE | $3,755 | $4,509-16.7% | $3,852-2.5% | $5,609-33.1% |
| Admin fee / account holder | $2,323 | $10,748-78.4% | $6,675-65.2% | $10,827-78.5% |