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 | $92,732 | $71,883+29.0% | $86,677+7.0% | $68,494+35.4% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -14.99% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,336 | $2,173+7.5% | $2,836-17.7% | $2,596-10.0% |
| Participant deferral / active EE | $3,877 | $3,779+2.6% | $4,656-16.7% | $4,027-3.7% |
| Admin fee / account holder | $16,236 | $6,112+165.6% | $7,493+116.7% | $5,403+200.5% |