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 | $85,897 | $71,883+19.5% | $86,677-0.9% | $68,494+25.4% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -12.28% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,536 | $2,173-29.3% | $2,836-45.9% | $2,596-40.9% |
| Participant deferral / active EE | $3,893 | $3,779+3.0% | $4,656-16.4% | $4,027-3.3% |
| Admin fee / account holder | $9,628 | $6,112+57.5% | $7,493+28.5% | $5,403+78.2% |