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 | $80,459 | $71,883+11.9% | $86,677-7.2% | $68,494+17.5% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -8.93% | 3.52%-12.5pp | 35.91%-44.8pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,341 | $2,173-38.3% | $2,836-52.7% | $2,596-48.4% |
| Participant deferral / active EE | $2,833 | $3,779-25.0% | $4,656-39.1% | $4,027-29.7% |
| Admin fee / account holder | $893 | $6,112-85.4% | $7,493-88.1% | $5,403-83.5% |