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 | $119,100 | $71,883+65.7% | $86,677+37.4% | $68,494+73.9% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.8pp |
| Annual return | -14.77% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,896 | $2,173+33.3% | $2,836+2.1% | $2,596+11.5% |
| Participant deferral / active EE | $5,230 | $3,779+38.4% | $4,656+12.3% | $4,027+29.9% |
| Admin fee / account holder | $2,343 | $6,112-61.7% | $7,493-68.7% | $5,403-56.6% |