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 | $85,295 | $71,883+18.7% | $86,677-1.6% | $68,494+24.5% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -15.64% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,073 | $2,173-4.6% | $2,836-26.9% | $2,596-20.2% |
| Participant deferral / active EE | $3,535 | $3,779-6.5% | $4,656-24.1% | $4,027-12.2% |
| Admin fee / account holder | $1,424 | $6,112-76.7% | $7,493-81.0% | $5,403-73.6% |