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 | $92,102 | $71,883+28.1% | $86,677+6.3% | $68,494+34.5% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -14.02% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,821 | $2,173-16.2% | $2,836-35.8% | $2,596-29.9% |
| Participant deferral / active EE | $6,534 | $3,779+72.9% | $4,656+40.3% | $4,027+62.3% |
| Admin fee / account holder | $2,101 | $6,112-65.6% | $7,493-72.0% | $5,403-61.1% |