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 | $70,953 | $71,883-1.3% | $86,677-18.1% | $68,494+3.6% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,905 | $2,173+171.8% | $2,836+108.2% | $2,596+127.4% |
| Participant deferral / active EE | $5,987 | $3,779+58.4% | $4,656+28.6% | $4,027+48.7% |
| Admin fee / account holder | $6,953 | $6,112+13.8% | $7,493-7.2% | $5,403+28.7% |