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 | $97,850 | $71,883+36.1% | $86,677+12.9% | $68,494+42.9% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -14.62% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,176 | $2,173+0.1% | $2,836-23.3% | $2,596-16.2% |
| Participant deferral / active EE | $5,015 | $3,779+32.7% | $4,656+7.7% | $4,027+24.5% |
| Admin fee / account holder | $41,021 | $6,112+571.2% | $7,493+447.4% | $5,403+659.3% |