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 | $89,467 | $71,883+24.5% | $86,677+3.2% | $68,494+30.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -18.76% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,634 | $2,173+21.2% | $2,836-7.1% | $2,596+1.5% |
| Participant deferral / active EE | $6,572 | $3,779+73.9% | $4,656+41.2% | $4,027+63.2% |
| Admin fee / account holder | $2,844 | $6,112-53.5% | $7,493-62.0% | $5,403-47.4% |