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 | $109,634 | $71,883+52.5% | $86,677+26.5% | $68,494+60.1% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -15.68% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $770 | $2,173-64.5% | $2,836-72.8% | $2,596-70.3% |
| Participant deferral / active EE | $3,882 | $3,779+2.7% | $4,656-16.6% | $4,027-3.6% |
| Admin fee / account holder | $17,162 | $6,112+180.8% | $7,493+129.0% | $5,403+217.7% |