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 | $124,982 | $71,883+73.9% | $86,677+44.2% | $68,494+82.5% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -13.23% | 3.52%-16.8pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,446 | $2,173-33.4% | $2,836-49.0% | $2,596-44.3% |
| Participant deferral / active EE | $3,641 | $3,779-3.6% | $4,656-21.8% | $4,027-9.6% |
| Admin fee / account holder | $3,307 | $6,112-45.9% | $7,493-55.9% | $5,403-38.8% |