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 | $82,840 | $81,900+1.1% | $119,609-30.7% | $68,494+20.9% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | 33.27% | -23.82%+57.1pp | -14.97%+48.2pp | -7.84%+41.1pp |
| Employer contribution / active EE | $5,166 | $2,693+91.8% | $4,232+22.1% | $2,596+99.0% |
| Participant deferral / active EE | $2,910 | $4,148-29.8% | $5,602-48.1% | $4,027-27.7% |
| Admin fee / account holder | $3,760 | $6,582-42.9% | $10,323-63.6% | $5,403-30.4% |