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 | $69,310 | $71,883-3.6% | $86,677-20.0% | $68,494+1.2% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -16.88% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,729 | $2,173+25.6% | $2,836-3.8% | $2,596+5.1% |
| Participant deferral / active EE | $4,765 | $3,779+26.1% | $4,656+2.4% | $4,027+18.3% |
| Admin fee / account holder | $6,107 | $6,112-0.1% | $7,493-18.5% | $5,403+13.0% |