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 | $82,345 | $71,883+14.6% | $86,677-5.0% | $68,494+20.2% |
| Participation rate | 79.2% | 72.2%+6.9pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -12.82% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,450 | $2,173-33.3% | $2,836-48.9% | $2,596-44.1% |
| Participant deferral / active EE | $1,771 | $3,779-53.1% | $4,656-62.0% | $4,027-56.0% |
| Admin fee / account holder | $10,892 | $6,112+78.2% | $7,493+45.4% | $5,403+101.6% |