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 | $93,756 | $71,883+30.4% | $86,677+8.2% | $68,494+36.9% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -15.42% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,087 | $2,173-50.0% | $2,836-61.7% | $2,596-58.2% |
| Participant deferral / active EE | $4,452 | $3,779+17.8% | $4,656-4.4% | $4,027+10.6% |
| Admin fee / account holder | $526 | $6,112-91.4% | $7,493-93.0% | $5,403-90.3% |