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 | $84,269 | $71,883+17.2% | $86,677-2.8% | $68,494+23.0% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -14.88% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,201 | $2,173+139.4% | $2,836+83.4% | $2,596+100.3% |
| Participant deferral / active EE | $7,061 | $3,779+86.9% | $4,656+51.7% | $4,027+75.3% |
| Admin fee / account holder | $3,008 | $6,112-50.8% | $7,493-59.9% | $5,403-44.3% |