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 | $84,681 | $71,883+17.8% | $86,677-2.3% | $68,494+23.6% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -14.78% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,797 | $2,173+166.8% | $2,836+104.4% | $2,596+123.3% |
| Participant deferral / active EE | $6,411 | $3,779+69.7% | $4,656+37.7% | $4,027+59.2% |
| Admin fee / account holder | $5,550 | $6,112-9.2% | $7,493-25.9% | $5,403+2.7% |