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 | $101,881 | $71,883+41.7% | $86,677+17.5% | $68,494+48.7% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -11.55% | 3.52%-15.1pp | 35.91%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,188 | $2,173+0.7% | $2,836-22.9% | $2,596-15.7% |
| Participant deferral / active EE | $5,006 | $3,779+32.5% | $4,656+7.5% | $4,027+24.3% |
| Admin fee / account holder | $9,386 | $6,112+53.6% | $7,493+25.3% | $5,403+73.7% |