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 | $80,833 | $71,883+12.5% | $86,677-6.7% | $68,494+18.0% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.80% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $720 | $2,173-66.9% | $2,836-74.6% | $2,596-72.3% |
| Participant deferral / active EE | $7,471 | $3,779+97.7% | $4,656+60.5% | $4,027+85.5% |
| Admin fee / account holder | $12,086 | $6,112+97.8% | $7,493+61.3% | $5,403+123.7% |