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 | $72,434 | $71,883+0.8% | $86,677-16.4% | $68,494+5.8% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -12.10% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,472 | $2,173+13.8% | $2,836-12.8% | $2,596-4.8% |
| Participant deferral / active EE | $4,839 | $3,779+28.1% | $4,656+3.9% | $4,027+20.2% |
| Admin fee / account holder | $3,037 | $6,112-50.3% | $7,493-59.5% | $5,403-43.8% |