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 | $39,908 | $71,883-44.5% | $86,677-54.0% | $68,494-41.7% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -10.82% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,645 | $2,173+159.8% | $2,836+99.0% | $2,596+117.4% |
| Participant deferral / active EE | $6,129 | $3,779+62.2% | $4,656+31.6% | $4,027+52.2% |
| Admin fee / account holder | $1,681 | $6,112-72.5% | $7,493-77.6% | $5,403-68.9% |