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 | $106,443 | $71,883+48.1% | $86,677+22.8% | $68,494+55.4% |
| Participation rate | 80.4% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.5pp |
| Annual return | -16.72% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,499 | $2,173+15.0% | $2,836-11.9% | $2,596-3.8% |
| Participant deferral / active EE | $6,590 | $3,779+74.4% | $4,656+41.5% | $4,027+63.6% |
| Admin fee / account holder | $623 | $6,112-89.8% | $7,493-91.7% | $5,403-88.5% |