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 | $99,536 | $71,883+38.5% | $86,677+14.8% | $68,494+45.3% |
| Participation rate | 93.2% | 72.2%+21.0pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -15.20% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,003 | $2,173-7.8% | $2,836-29.4% | $2,596-22.8% |
| Participant deferral / active EE | $5,779 | $3,779+52.9% | $4,656+24.1% | $4,027+43.5% |
| Admin fee / account holder | $1,433 | $6,112-76.6% | $7,493-80.9% | $5,403-73.5% |