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 | $96,527 | $71,883+34.3% | $86,677+11.4% | $68,494+40.9% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -15.43% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,608 | $2,173+20.0% | $2,836-8.0% | $2,596+0.5% |
| Participant deferral / active EE | $5,286 | $3,779+39.9% | $4,656+13.5% | $4,027+31.3% |
| Admin fee / account holder | $13,252 | $6,112+116.8% | $7,493+76.9% | $5,403+145.3% |