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 | $134,322 | $71,883+86.9% | $86,677+55.0% | $68,494+96.1% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -16.51% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,540 | $2,173-29.1% | $2,836-45.7% | $2,596-40.7% |
| Participant deferral / active EE | $7,406 | $3,779+96.0% | $4,656+59.1% | $4,027+83.9% |
| Admin fee / account holder | $1,067 | $6,112-82.5% | $7,493-85.8% | $5,403-80.2% |