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 | $96,913 | $71,883+34.8% | $86,677+11.8% | $68,494+41.5% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -16.92% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,464 | $2,173+59.4% | $2,836+22.1% | $2,596+33.4% |
| Participant deferral / active EE | $4,627 | $3,779+22.5% | $4,656-0.6% | $4,027+14.9% |
| Admin fee / account holder | $4,220 | $6,112-31.0% | $7,493-43.7% | $5,403-21.9% |