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 | $111,646 | $71,883+55.3% | $86,677+28.8% | $68,494+63.0% |
| Participation rate | 78.8% | 72.2%+6.6pp | 76.6%+2.2pp | 67.9%+10.9pp |
| Annual return | -14.04% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,230 | $3,779+11.9% | $4,656-9.1% | $4,027+5.0% |
| Admin fee / account holder | $4,260 | $6,112-30.3% | $7,493-43.1% | $5,403-21.2% |