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 | $97,353 | $71,883+35.4% | $86,677+12.3% | $68,494+42.1% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -16.76% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,395 | $2,173-35.8% | $2,836-50.8% | $2,596-46.3% |
| Participant deferral / active EE | $4,028 | $3,779+6.6% | $4,656-13.5% | $4,0270% |
| Admin fee / account holder | $10,212 | $6,112+67.1% | $7,493+36.3% | $5,403+89.0% |