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 | $163,829 | $71,883+127.9% | $86,677+89.0% | $68,494+139.2% |
| Participation rate | 95.4% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -14.83% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,192 | $2,173+0.9% | $2,836-22.7% | $2,596-15.6% |
| Participant deferral / active EE | $3,997 | $3,779+5.8% | $4,656-14.2% | $4,027-0.8% |
| Admin fee / account holder | $4,801 | $6,112-21.4% | $7,493-35.9% | $5,403-11.1% |