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 | $72,394 | $71,883+0.7% | $86,677-16.5% | $68,494+5.7% |
| Participation rate | 84.8% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -15.69% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,490 | $2,173-31.4% | $2,836-47.5% | $2,596-42.6% |
| Participant deferral / active EE | $4,802 | $3,779+27.1% | $4,656+3.1% | $4,027+19.2% |
| Admin fee / account holder | $30,967 | $6,112+406.7% | $7,493+313.3% | $5,403+473.2% |