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 | $101,541 | $71,883+41.3% | $86,677+17.1% | $68,494+48.2% |
| Participation rate | 90.5% | 72.2%+18.3pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -18.62% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,148 | $2,173+44.9% | $2,836+11.0% | $2,596+21.2% |
| Participant deferral / active EE | $3,501 | $3,779-7.3% | $4,656-24.8% | $4,027-13.1% |
| Admin fee / account holder | $2,480 | $6,112-59.4% | $7,493-66.9% | $5,403-54.1% |