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 | $71,368 | $71,883-0.7% | $86,677-17.7% | $68,494+4.2% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -12.66% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,590 | $2,173+65.2% | $2,836+26.6% | $2,596+38.3% |
| Participant deferral / active EE | $7,947 | $3,779+110.3% | $4,656+70.7% | $4,027+97.3% |
| Admin fee / account holder | $2,115 | $6,112-65.4% | $7,493-71.8% | $5,403-60.9% |