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 | $105,292 | $71,883+46.5% | $86,677+21.5% | $68,494+53.7% |
| Participation rate | 70.4% | 72.2%-1.9pp | 76.6%-6.2pp | 67.9%+2.5pp |
| Annual return | -14.59% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,716 | $2,173-21.0% | $2,836-39.5% | $2,596-33.9% |
| Participant deferral / active EE | $2,374 | $3,779-37.2% | $4,656-49.0% | $4,027-41.0% |
| Admin fee / account holder | $2,908 | $6,112-52.4% | $7,493-61.2% | $5,403-46.2% |