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 | $91,886 | $71,883+27.8% | $86,677+6.0% | $68,494+34.2% |
| Participation rate | 90.1% | 72.2%+17.9pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -13.60% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,224 | $2,173+2.4% | $2,836-21.6% | $2,596-14.3% |
| Participant deferral / active EE | $5,703 | $3,779+50.9% | $4,656+22.5% | $4,027+41.6% |
| Admin fee / account holder | $2,338 | $6,112-61.8% | $7,493-68.8% | $5,403-56.7% |