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 | $52,302 | $42,894+21.9% | $60,874-14.1% | $68,494-23.6% |
| Participation rate | 96.1% | 66.8%+29.3pp | 73.1%+23.0pp | 67.9%+28.2pp |
| Annual return | -17.87% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,610 | $1,978+32.0% | $2,701-3.4% | $2,596+0.5% |
| Participant deferral / active EE | $6,082 | $2,867+112.2% | $3,817+59.4% | $4,027+51.0% |
| Admin fee / account holder | $777 | $3,101-75.0% | $3,224-75.9% | $5,403-85.6% |