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 | $80,603 | $71,883+12.1% | $86,677-7.0% | $68,494+17.7% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -18.59% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,458 | $2,173+105.2% | $2,836+57.2% | $2,596+71.7% |
| Participant deferral / active EE | $10,751 | $3,779+184.5% | $4,656+130.9% | $4,027+167.0% |
| Admin fee / account holder | $3,692 | $6,112-39.6% | $7,493-50.7% | $5,403-31.7% |