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 | $102,686 | $71,883+42.9% | $86,677+18.5% | $68,494+49.9% |
| Participation rate | 98.1% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -16.48% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,016 | $2,173-7.2% | $2,836-28.9% | $2,596-22.4% |
| Participant deferral / active EE | $6,907 | $3,779+82.8% | $4,656+48.4% | $4,027+71.5% |
| Admin fee / account holder | $4,652 | $6,112-23.9% | $7,493-37.9% | $5,403-13.9% |