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 | $86,305 | $73,004+18.2% | $90,749-4.9% | $68,494+26.0% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -9.69% | -13.81%+4.1pp | -12.16%+2.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $4,071 | $2,193+85.6% | $2,921+39.4% | $2,596+56.8% |
| Participant deferral / active EE | $5,335 | $3,627+47.1% | $4,564+16.9% | $4,027+32.5% |
| Admin fee / account holder | $22,881 | $5,896+288.1% | $8,445+171.0% | $5,403+323.5% |