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 | $94,249 | $71,883+31.1% | $86,677+8.7% | $68,494+37.6% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -15.21% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,111 | $2,173-48.9% | $2,836-60.8% | $2,596-57.2% |
| Participant deferral / active EE | $6,370 | $3,779+68.6% | $4,656+36.8% | $4,027+58.2% |
| Admin fee / account holder | $5,693 | $6,112-6.9% | $7,493-24.0% | $5,403+5.4% |