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 | $105,106 | $73,004+44.0% | $90,749+15.8% | $68,494+53.5% |
| Participation rate | 79.4% | 70.8%+8.5pp | 75.7%+3.7pp | 67.9%+11.5pp |
| Annual return | -11.78% | -13.81%+2.0pp | -12.16%+0.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $533 | $2,193-75.7% | $2,921-81.7% | $2,596-79.5% |
| Participant deferral / active EE | $4,732 | $3,627+30.5% | $4,564+3.7% | $4,027+17.5% |
| Admin fee / account holder | $8,092 | $5,896+37.2% | $8,445-4.2% | $5,403+49.8% |