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 | $113,946 | $71,883+58.5% | $86,677+31.5% | $68,494+66.4% |
| Participation rate | 97.7% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -12.91% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,814 | $2,173-16.5% | $2,836-36.0% | $2,596-30.1% |
| Participant deferral / active EE | $5,286 | $3,779+39.9% | $4,656+13.5% | $4,027+31.3% |
| Admin fee / account holder | $1,999 | $6,112-67.3% | $7,493-73.3% | $5,403-63.0% |