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 | $135,983 | $71,883+89.2% | $86,677+56.9% | $68,494+98.5% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -15.77% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,343 | $2,173+284.0% | $2,836+194.1% | $2,596+221.3% |
| Participant deferral / active EE | $11,137 | $3,779+194.7% | $4,656+139.2% | $4,027+176.5% |
| Admin fee / account holder | $5,402 | $6,112-11.6% | $7,493-27.9% | $5,4030% |