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 6-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 | $89,615 | $71,883+24.7% | $86,677+3.4% | $68,494+30.8% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -16.51% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,974 | $2,173+36.9% | $2,836+4.9% | $2,596+14.6% |
| Participant deferral / active EE | $5,118 | $3,779+35.5% | $4,656+9.9% | $4,027+27.1% |
| Admin fee / account holder | $1,699 | $6,112-72.2% | $7,493-77.3% | $5,403-68.6% |