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 | $80,935 | $71,883+12.6% | $86,677-6.6% | $68,494+18.2% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.31% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,198 | $2,173+93.2% | $2,836+48.0% | $2,596+61.7% |
| Participant deferral / active EE | $5,463 | $3,779+44.6% | $4,656+17.3% | $4,027+35.7% |
| Admin fee / account holder | $8,243 | $6,112+34.9% | $7,493+10.0% | $5,403+52.6% |