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 | $136,508 | $71,883+89.9% | $86,677+57.5% | $68,494+99.3% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.8pp | 67.9%+2.8pp |
| Annual return | -15.63% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,375 | $2,173+9.3% | $2,836-16.3% | $2,596-8.5% |
| Participant deferral / active EE | $7,021 | $3,779+85.8% | $4,656+50.8% | $4,027+74.3% |
| Admin fee / account holder | $37,117 | $6,112+507.3% | $7,493+395.3% | $5,403+587.0% |