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 | $70,408 | $71,883-2.1% | $86,677-18.8% | $68,494+2.8% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -14.99% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,964 | $2,173+128.5% | $2,836+75.0% | $2,596+91.2% |
| Participant deferral / active EE | $5,214 | $3,779+38.0% | $4,656+12.0% | $4,027+29.5% |
| Admin fee / account holder | $7,396 | $6,112+21.0% | $7,493-1.3% | $5,403+36.9% |