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 | $82,501 | $71,883+14.8% | $86,677-4.8% | $68,494+20.4% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -14.25% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,853 | $2,173-14.7% | $2,836-34.7% | $2,596-28.6% |
| Participant deferral / active EE | $5,858 | $3,779+55.0% | $4,656+25.8% | $4,027+45.5% |
| Admin fee / account holder | $3,693 | $6,112-39.6% | $7,493-50.7% | $5,403-31.6% |