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 | $82,357 | $71,883+14.6% | $86,677-5.0% | $68,494+20.2% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -11.27% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,688 | $2,173+23.7% | $2,836-5.2% | $2,596+3.5% |
| Participant deferral / active EE | $4,373 | $3,779+15.7% | $4,656-6.1% | $4,027+8.6% |
| Admin fee / account holder | $992 | $6,112-83.8% | $7,493-86.8% | $5,403-81.6% |