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 | $94,223 | $71,883+31.1% | $86,677+8.7% | $68,494+37.6% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -11.90% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,288 | $2,173-40.7% | $2,836-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $5,664 | $3,779+49.9% | $4,656+21.7% | $4,027+40.7% |
| Admin fee / account holder | $21,771 | $6,112+256.2% | $7,493+190.5% | $5,403+303.0% |