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 | $105,602 | $71,883+46.9% | $86,677+21.8% | $68,494+54.2% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -17.49% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,076 | $2,173+41.6% | $2,836+8.4% | $2,596+18.5% |
| Participant deferral / active EE | $5,565 | $3,779+47.3% | $4,656+19.5% | $4,027+38.2% |
| Admin fee / account holder | $542 | $6,112-91.1% | $7,493-92.8% | $5,403-90.0% |