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 | $28,862 | $71,883-59.8% | $86,677-66.7% | $68,494-57.9% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -17.65% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,659 | $2,173-23.6% | $2,836-41.5% | $2,596-36.1% |
| Participant deferral / active EE | $3,211 | $3,779-15.0% | $4,656-31.0% | $4,027-20.3% |
| Admin fee / account holder | $1,818 | $6,112-70.3% | $7,493-75.7% | $5,403-66.4% |