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 | $116,836 | $71,883+62.5% | $86,677+34.8% | $68,494+70.6% |
| Participation rate | 84.3% | 72.2%+12.1pp | 76.6%+7.7pp | 67.9%+16.4pp |
| Annual return | -14.65% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $7,043 | $2,173+224.1% | $2,836+148.3% | $2,596+171.3% |
| Participant deferral / active EE | $3,889 | $3,779+2.9% | $4,656-16.5% | $4,027-3.4% |
| Admin fee / account holder | $1,406 | $6,112-77.0% | $7,493-81.2% | $5,403-74.0% |