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 | $80,848 | $71,883+12.5% | $86,677-6.7% | $68,494+18.0% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -11.96% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,470 | $2,173+13.7% | $2,836-12.9% | $2,596-4.8% |
| Participant deferral / active EE | $6,978 | $3,779+84.7% | $4,656+49.9% | $4,027+73.3% |
| Admin fee / account holder | $10,066 | $6,112+64.7% | $7,493+34.3% | $5,403+86.3% |