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 | $92,098 | $71,883+28.1% | $86,677+6.3% | $68,494+34.5% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -15.41% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,555 | $2,173+17.6% | $2,836-9.9% | $2,596-1.6% |
| Participant deferral / active EE | $5,291 | $3,779+40.0% | $4,656+13.6% | $4,027+31.4% |
| Admin fee / account holder | $31,394 | $6,112+413.7% | $7,493+319.0% | $5,403+481.1% |