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 | $87,051 | $71,883+21.1% | $86,677+0.4% | $68,494+27.1% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -18.73% | 3.52%-22.3pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,612 | $2,173-25.8% | $2,836-43.2% | $2,596-37.9% |
| Participant deferral / active EE | $3,322 | $3,779-12.1% | $4,656-28.6% | $4,027-17.5% |
| Admin fee / account holder | $8,236 | $6,112+34.8% | $7,493+9.9% | $5,403+52.4% |