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 | $85,462 | $71,883+18.9% | $86,677-1.4% | $68,494+24.8% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -18.60% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,477 | $2,173+14.0% | $2,836-12.7% | $2,596-4.6% |
| Participant deferral / active EE | $5,169 | $3,779+36.8% | $4,656+11.0% | $4,027+28.4% |
| Admin fee / account holder | $1,622 | $6,112-73.5% | $7,493-78.4% | $5,403-70.0% |