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 | $100,285 | $73,004+37.4% | $90,749+10.5% | $68,494+46.4% |
| Participation rate | 90.6% | 70.8%+19.7pp | 75.7%+14.9pp | 67.9%+22.7pp |
| Annual return | -12.94% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $772 | $2,193-64.8% | $2,921-73.6% | $2,596-70.3% |
| Participant deferral / active EE | $4,353 | $3,627+20.0% | $4,564-4.6% | $4,027+8.1% |
| Admin fee / account holder | $9,039 | $5,896+53.3% | $8,445+7.0% | $5,403+67.3% |