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 | $92,811 | $71,883+29.1% | $86,677+7.1% | $68,494+35.5% |
| Participation rate | 86.5% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $784 | $2,173-63.9% | $2,836-72.4% | $2,596-69.8% |
| Participant deferral / active EE | $7,198 | $3,779+90.5% | $4,656+54.6% | $4,027+78.7% |
| Admin fee / account holder | $10,864 | $6,112+77.8% | $7,493+45.0% | $5,403+101.1% |