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 | $100,629 | $71,883+40.0% | $86,677+16.1% | $68,494+46.9% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.3pp | 67.9%+27.9pp |
| Annual return | -15.29% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,329 | $2,173-38.8% | $2,836-53.1% | $2,596-48.8% |
| Participant deferral / active EE | $4,389 | $3,779+16.1% | $4,656-5.7% | $4,027+9.0% |
| Admin fee / account holder | $3,263 | $6,112-46.6% | $7,493-56.4% | $5,403-39.6% |