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 | $77,218 | $71,883+7.4% | $86,677-10.9% | $68,494+12.7% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -14.66% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,145 | $2,173+136.8% | $2,836+81.4% | $2,596+98.2% |
| Participant deferral / active EE | $7,531 | $3,779+99.3% | $4,656+61.8% | $4,027+87.0% |
| Admin fee / account holder | $8,518 | $6,112+39.4% | $7,493+13.7% | $5,403+57.7% |