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 | $105,617 | $71,883+46.9% | $86,677+21.9% | $68,494+54.2% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -16.86% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $931 | $2,173-57.1% | $2,836-67.2% | $2,596-64.1% |
| Participant deferral / active EE | $3,734 | $3,779-1.2% | $4,656-19.8% | $4,027-7.3% |
| Admin fee / account holder | $13,876 | $6,112+127.0% | $7,493+85.2% | $5,403+156.8% |