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 | $105,804 | $71,883+47.2% | $86,677+22.1% | $68,494+54.5% |
| Participation rate | 86.0% | 72.2%+13.7pp | 76.6%+9.4pp | 67.9%+18.1pp |
| Annual return | -12.01% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,050 | $2,173-5.7% | $2,836-27.7% | $2,596-21.1% |
| Participant deferral / active EE | $2,062 | $3,779-45.4% | $4,656-55.7% | $4,027-48.8% |
| Admin fee / account holder | $4,932 | $6,112-19.3% | $7,493-34.2% | $5,403-8.7% |