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 5-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 | $94,439 | $71,883+31.4% | $86,677+9.0% | $68,494+37.9% |
| Participation rate | 83.7% | 72.2%+11.5pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -13.29% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,094 | $2,173-3.6% | $2,836-26.2% | $2,596-19.3% |
| Participant deferral / active EE | $6,276 | $3,779+66.1% | $4,656+34.8% | $4,027+55.8% |
| Admin fee / account holder | $12,871 | $6,112+110.6% | $7,493+71.8% | $5,403+138.2% |