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 | $101,717 | $79,633+27.7% | $93,789+8.5% | $68,494+48.5% |
| Participation rate | 76.7% | 75.4%+1.4pp | 81.0%-4.2pp | 67.9%+8.9pp |
| Annual return | -16.79% | -0.10%-16.7pp | -11.33%-5.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,367 | $3,665-62.7% | $4,323-68.4% | $2,596-47.4% |
| Participant deferral / active EE | $5,534 | $5,158+7.3% | $6,094-9.2% | $4,027+37.4% |
| Admin fee / account holder | $6,426 | $6,871-6.5% | $7,195-10.7% | $5,403+18.9% |