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 6-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 | $54,881 | $71,883-23.7% | $86,677-36.7% | $68,494-19.9% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -17.22% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,074 | $2,173+41.5% | $2,836+8.4% | $2,596+18.4% |
| Participant deferral / active EE | $7,297 | $3,779+93.1% | $4,656+56.7% | $4,027+81.2% |
| Admin fee / account holder | $1,578 | $6,112-74.2% | $7,493-78.9% | $5,403-70.8% |