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 | $85,809 | $71,883+19.4% | $86,677-1.0% | $68,494+25.3% |
| Participation rate | 79.5% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -15.50% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,207 | $2,173-44.4% | $2,836-57.4% | $2,596-53.5% |
| Participant deferral / active EE | $4,609 | $3,779+22.0% | $4,656-1.0% | $4,027+14.5% |
| Admin fee / account holder | $671 | $6,112-89.0% | $7,493-91.0% | $5,403-87.6% |