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 | $86,582 | $71,883+20.4% | $86,677-0.1% | $68,494+26.4% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -14.05% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,409 | $2,173+102.9% | $2,836+55.4% | $2,596+69.8% |
| Participant deferral / active EE | $6,225 | $3,779+64.7% | $4,656+33.7% | $4,027+54.6% |
| Admin fee / account holder | $12,858 | $6,112+110.4% | $7,493+71.6% | $5,403+138.0% |