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 | $84,934 | $71,883+18.2% | $86,677-2.0% | $68,494+24.0% |
| Participation rate | 91.5% | 72.2%+19.3pp | 76.6%+15.0pp | 67.9%+23.7pp |
| Annual return | -18.26% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,584 | $2,173+18.9% | $2,836-8.9% | $2,596-0.5% |
| Participant deferral / active EE | $5,259 | $3,779+39.2% | $4,656+13.0% | $4,027+30.6% |
| Admin fee / account holder | $14,823 | $6,112+142.5% | $7,493+97.8% | $5,403+174.4% |