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 | $78,280 | $71,883+8.9% | $86,677-9.7% | $68,494+14.3% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -16.25% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,053 | $2,173-5.5% | $2,836-27.6% | $2,596-20.9% |
| Participant deferral / active EE | $5,047 | $3,779+33.6% | $4,656+8.4% | $4,027+25.3% |
| Admin fee / account holder | $552 | $6,112-91.0% | $7,493-92.6% | $5,403-89.8% |