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 | $115,168 | $71,883+60.2% | $86,677+32.9% | $68,494+68.1% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.76% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $937 | $2,173-56.9% | $2,836-67.0% | $2,596-63.9% |
| Participant deferral / active EE | $4,683 | $3,779+23.9% | $4,656+0.6% | $4,027+16.3% |
| Admin fee / account holder | $5,535 | $6,112-9.4% | $7,493-26.1% | $5,403+2.5% |