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 | $144,733 | $71,883+101.3% | $86,677+67.0% | $68,494+111.3% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.36% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,805 | $2,173+29.1% | $2,836-1.1% | $2,596+8.0% |
| Participant deferral / active EE | $4,861 | $3,779+28.6% | $4,656+4.4% | $4,027+20.7% |
| Admin fee / account holder | $8,223 | $6,112+34.5% | $7,493+9.7% | $5,403+52.2% |