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 | $59,815 | $71,883-16.8% | $86,677-31.0% | $68,494-12.7% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.4pp |
| Annual return | -14.91% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,307 | $2,173+6.2% | $2,836-18.6% | $2,596-11.1% |
| Participant deferral / active EE | $5,084 | $3,779+34.5% | $4,656+9.2% | $4,027+26.2% |
| Admin fee / account holder | $1,915 | $6,112-68.7% | $7,493-74.4% | $5,403-64.5% |