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 | $83,849 | $71,883+16.6% | $86,677-3.3% | $68,494+22.4% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -14.71% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,185 | $2,173+0.6% | $2,836-23.0% | $2,596-15.8% |
| Participant deferral / active EE | $5,944 | $3,779+57.3% | $4,656+27.7% | $4,027+47.6% |
| Admin fee / account holder | $31,269 | $6,112+411.6% | $7,493+317.3% | $5,403+478.8% |