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 | $56,795 | $71,883-21.0% | $86,677-34.5% | $68,494-17.1% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -15.48% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,209 | $2,173+1.7% | $2,836-22.1% | $2,596-14.9% |
| Participant deferral / active EE | $4,366 | $3,779+15.5% | $4,656-6.2% | $4,027+8.4% |
| Admin fee / account holder | $1,676 | $6,112-72.6% | $7,493-77.6% | $5,403-69.0% |