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 | $50,969 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -13.54% | 3.52%-17.1pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $959 | $2,173-55.9% | $2,836-66.2% | $2,596-63.1% |
| Participant deferral / active EE | $4,744 | $3,779+25.6% | $4,656+1.9% | $4,027+17.8% |
| Admin fee / account holder | $9,644 | $6,112+57.8% | $7,493+28.7% | $5,403+78.5% |