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 | $134,340 | $71,883+86.9% | $86,677+55.0% | $68,494+96.1% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -14.09% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,048 | $2,173-5.8% | $2,836-27.8% | $2,596-21.1% |
| Participant deferral / active EE | $4,173 | $3,779+10.4% | $4,656-10.4% | $4,027+3.6% |
| Admin fee / account holder | $6,843 | $6,112+12.0% | $7,493-8.7% | $5,403+26.7% |