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 | $105,083 | $71,883+46.2% | $86,677+21.2% | $68,494+53.4% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -13.15% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,434 | $2,173+58.0% | $2,836+21.1% | $2,596+32.3% |
| Participant deferral / active EE | $3,726 | $3,779-1.4% | $4,656-20.0% | $4,027-7.5% |
| Admin fee / account holder | $9,053 | $6,112+48.1% | $7,493+20.8% | $5,403+67.6% |