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 | $109,367 | $71,883+52.1% | $86,677+26.2% | $68,494+59.7% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.52% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,838 | $2,173-15.4% | $2,836-35.2% | $2,596-29.2% |
| Participant deferral / active EE | $3,836 | $3,779+1.5% | $4,656-17.6% | $4,027-4.7% |
| Admin fee / account holder | $6,298 | $6,112+3.1% | $7,493-15.9% | $5,403+16.6% |