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 | $97,457 | $71,883+35.6% | $86,677+12.4% | $68,494+42.3% |
| Participation rate | 73.0% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.1pp |
| Annual return | -18.19% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,282 | $2,173+5.0% | $2,836-19.6% | $2,596-12.1% |
| Participant deferral / active EE | $5,229 | $3,779+38.4% | $4,656+12.3% | $4,027+29.8% |
| Admin fee / account holder | $10,014 | $6,112+63.9% | $7,493+33.6% | $5,403+85.4% |