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 | $76,685 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -16.35% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,982 | $2,173+83.2% | $2,836+40.4% | $2,596+53.4% |
| Participant deferral / active EE | $5,066 | $3,779+34.1% | $4,656+8.8% | $4,027+25.8% |
| Admin fee / account holder | $1,958 | $6,112-68.0% | $7,493-73.9% | $5,403-63.8% |