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 | $61,639 | $71,883-14.3% | $86,677-28.9% | $68,494-10.0% |
| Participation rate | 75.5% | 72.2%+3.2pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -14.55% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,419 | $2,173-34.7% | $2,836-50.0% | $2,596-45.4% |
| Participant deferral / active EE | $5,727 | $3,779+51.6% | $4,656+23.0% | $4,027+42.2% |
| Admin fee / account holder | $3,378 | $6,112-44.7% | $7,493-54.9% | $5,403-37.5% |