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 | $137,144 | $71,883+90.8% | $86,677+58.2% | $68,494+100.2% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -15.05% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,900 | $2,173-12.6% | $2,836-33.0% | $2,596-26.8% |
| Participant deferral / active EE | $5,134 | $3,779+35.9% | $4,656+10.3% | $4,027+27.5% |
| Admin fee / account holder | $2,357 | $6,112-61.4% | $7,493-68.5% | $5,403-56.4% |