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 | $91,408 | $71,883+27.2% | $86,677+5.5% | $68,494+33.5% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -15.12% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,529 | $2,173-29.6% | $2,836-46.1% | $2,596-41.1% |
| Participant deferral / active EE | $5,779 | $3,779+52.9% | $4,656+24.1% | $4,027+43.5% |
| Admin fee / account holder | $4,040 | $6,112-33.9% | $7,493-46.1% | $5,403-25.2% |