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 | $103,749 | $71,883+44.3% | $86,677+19.7% | $68,494+51.5% |
| Participation rate | 94.6% | 72.2%+22.4pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -14.13% | 3.52%-17.7pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,655 | $2,173-23.9% | $2,836-41.7% | $2,596-36.3% |
| Participant deferral / active EE | $5,987 | $3,779+58.4% | $4,656+28.6% | $4,027+48.7% |
| Admin fee / account holder | $4,877 | $6,112-20.2% | $7,493-34.9% | $5,403-9.7% |