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 | $136,748 | $71,883+90.2% | $86,677+57.8% | $68,494+99.6% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -14.99% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,744 | $2,173-19.8% | $2,836-38.5% | $2,596-32.8% |
| Participant deferral / active EE | $4,741 | $3,779+25.5% | $4,656+1.8% | $4,027+17.7% |
| Admin fee / account holder | $5,477 | $6,112-10.4% | $7,493-26.9% | $5,403+1.4% |