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 | $76,430 | $71,883+6.3% | $86,677-11.8% | $68,494+11.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -9.17% | 3.52%-12.7pp | 35.91%-45.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $961 | $2,173-55.8% | $2,836-66.1% | $2,596-63.0% |
| Participant deferral / active EE | $4,823 | $3,779+27.6% | $4,656+3.6% | $4,027+19.8% |
| Admin fee / account holder | $1,341 | $6,112-78.1% | $7,493-82.1% | $5,403-75.2% |