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 | $112,952 | $71,883+57.1% | $86,677+30.3% | $68,494+64.9% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -16.81% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,104 | $2,173-3.2% | $2,836-25.8% | $2,596-19.0% |
| Participant deferral / active EE | $7,502 | $3,779+98.5% | $4,656+61.1% | $4,027+86.3% |
| Admin fee / account holder | $1,125 | $6,112-81.6% | $7,493-85.0% | $5,403-79.2% |