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 | $103,733 | $71,883+44.3% | $86,677+19.7% | $68,494+51.4% |
| Participation rate | 94.0% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -12.87% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $6,039 | $2,173+177.9% | $2,836+112.9% | $2,596+132.6% |
| Participant deferral / active EE | $5,489 | $3,779+45.3% | $4,656+17.9% | $4,027+36.3% |
| Admin fee / account holder | $2,332 | $6,112-61.9% | $7,493-68.9% | $5,403-56.8% |