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 | $87,319 | $71,883+21.5% | $86,677+0.7% | $68,494+27.5% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -12.21% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,850 | $2,173-14.9% | $2,836-34.8% | $2,596-28.8% |
| Participant deferral / active EE | $8,430 | $3,779+123.1% | $4,656+81.1% | $4,027+109.3% |
| Admin fee / account holder | $17,998 | $6,112+194.5% | $7,493+140.2% | $5,403+233.1% |