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 | $80,023 | $71,883+11.3% | $86,677-7.7% | $68,494+16.8% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -9.61% | 3.52%-13.1pp | 35.91%-45.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,284 | $2,173-40.9% | $2,836-54.7% | $2,596-50.6% |
| Participant deferral / active EE | $1,890 | $3,779-50.0% | $4,656-59.4% | $4,027-53.1% |
| Admin fee / account holder | $4,568 | $6,112-25.3% | $7,493-39.0% | $5,403-15.5% |