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 | $83,707 | $71,883+16.4% | $86,677-3.4% | $68,494+22.2% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -17.23% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,084 | $2,173+41.9% | $2,836+8.7% | $2,596+18.8% |
| Participant deferral / active EE | $6,584 | $3,779+74.2% | $4,656+41.4% | $4,027+63.5% |
| Admin fee / account holder | $7,945 | $6,112+30.0% | $7,493+6.0% | $5,403+47.1% |