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 | $86,803 | $71,883+20.8% | $86,677+0.1% | $68,494+26.7% |
| Participation rate | 96.6% | 72.2%+24.4pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,203 | $2,173+47.4% | $2,836+12.9% | $2,596+23.4% |
| Participant deferral / active EE | $6,691 | $3,779+77.1% | $4,656+43.7% | $4,027+66.2% |
| Admin fee / account holder | $1,532 | $6,112-74.9% | $7,493-79.6% | $5,403-71.6% |