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 | $102,312 | $71,883+42.3% | $86,677+18.0% | $68,494+49.4% |
| Participation rate | 73.2% | 72.2%+0.9pp | 76.6%-3.4pp | 67.9%+5.3pp |
| Annual return | -14.77% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,527 | $2,173-29.7% | $2,836-46.2% | $2,596-41.2% |
| Participant deferral / active EE | $4,366 | $3,779+15.5% | $4,656-6.2% | $4,027+8.4% |
| Admin fee / account holder | $8,537 | $6,112+39.7% | $7,493+13.9% | $5,403+58.0% |