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 | $89,056 | $71,883+23.9% | $86,677+2.7% | $68,494+30.0% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -14.52% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,239 | $2,173+3.0% | $2,836-21.1% | $2,596-13.8% |
| Participant deferral / active EE | $5,754 | $3,779+52.3% | $4,656+23.6% | $4,027+42.9% |
| Admin fee / account holder | $2,777 | $6,112-54.6% | $7,493-62.9% | $5,403-48.6% |