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 | $135,057 | $71,883+87.9% | $86,677+55.8% | $68,494+97.2% |
| Participation rate | 72.9% | 72.2%+0.7pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -17.73% | 3.52%-21.3pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,832 | $2,173-15.7% | $2,836-35.4% | $2,596-29.4% |
| Participant deferral / active EE | $3,781 | $3,779+0.1% | $4,656-18.8% | $4,027-6.1% |
| Admin fee / account holder | $1,684 | $6,112-72.4% | $7,493-77.5% | $5,403-68.8% |