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 | $81,621 | $77,813+4.9% | $123,544-33.9% | $64,186+27.2% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.8pp |
| Annual return | -7.20% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,282 | $3,014-24.3% | $4,628-50.7% | $2,381-4.2% |
| Participant deferral / active EE | $5,272 | $5,240+0.6% | $6,426-18.0% | $3,470+52.0% |
| Admin fee / account holder | $3,547 | $5,519-35.7% | $9,284-61.8% | $4,888-27.4% |