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 | $84,610 | $71,883+17.7% | $86,677-2.4% | $68,494+23.5% |
| Participation rate | 98.7% | 72.2%+26.5pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | -15.52% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $770 | $2,173-64.5% | $2,836-72.8% | $2,596-70.3% |
| Participant deferral / active EE | $5,641 | $3,779+49.3% | $4,656+21.2% | $4,027+40.1% |
| Admin fee / account holder | $4,184 | $6,112-31.5% | $7,493-44.2% | $5,403-22.6% |