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 | $82,798 | $71,883+15.2% | $86,677-4.5% | $68,494+20.9% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -16.92% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,522 | $2,173+16.1% | $2,836-11.1% | $2,596-2.9% |
| Participant deferral / active EE | $4,730 | $3,779+25.2% | $4,656+1.6% | $4,027+17.5% |
| Admin fee / account holder | $4,446 | $6,112-27.2% | $7,493-40.7% | $5,403-17.7% |