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 | $75,557 | $71,883+5.1% | $86,677-12.8% | $68,494+10.3% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -17.44% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,185 | $2,173-45.5% | $2,836-58.2% | $2,596-54.4% |
| Participant deferral / active EE | $6,417 | $3,779+69.8% | $4,656+37.8% | $4,027+59.4% |
| Admin fee / account holder | $1,427 | $6,112-76.7% | $7,493-81.0% | $5,403-73.6% |