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 | $75,175 | $71,883+4.6% | $86,677-13.3% | $68,494+9.8% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -13.58% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,625 | $2,173+158.9% | $2,836+98.3% | $2,596+116.7% |
| Participant deferral / active EE | $5,723 | $3,779+51.4% | $4,656+22.9% | $4,027+42.1% |
| Admin fee / account holder | $11,049 | $6,112+80.8% | $7,493+47.5% | $5,403+104.5% |