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 | $129,979 | $71,883+80.8% | $86,677+50.0% | $68,494+89.8% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -13.87% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,160 | $2,173-0.6% | $2,836-23.9% | $2,596-16.8% |
| Participant deferral / active EE | $5,284 | $3,779+39.8% | $4,656+13.5% | $4,027+31.2% |
| Admin fee / account holder | $35,539 | $6,112+481.5% | $7,493+374.3% | $5,403+557.8% |