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 | $69,690 | $71,883-3.1% | $86,677-19.6% | $68,494+1.7% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -16.83% | 3.52%-20.4pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,215 | $2,173+48.0% | $2,836+13.4% | $2,596+23.8% |
| Participant deferral / active EE | $6,928 | $3,779+83.3% | $4,656+48.8% | $4,027+72.0% |
| Admin fee / account holder | $17,066 | $6,112+179.2% | $7,493+127.8% | $5,403+215.9% |