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 | $35,083 | $71,883-51.2% | $86,677-59.5% | $68,494-48.8% |
| Participation rate | 82.3% | 72.2%+10.0pp | 76.6%+5.7pp | 67.9%+14.4pp |
| Annual return | -16.59% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,991 | $2,173-8.4% | $2,836-29.8% | $2,596-23.3% |
| Participant deferral / active EE | $3,149 | $3,779-16.7% | $4,656-32.4% | $4,027-21.8% |
| Admin fee / account holder | $1,845 | $6,112-69.8% | $7,493-75.4% | $5,403-65.9% |