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 | $50,280 | $83,427-39.7% | $115,756-56.6% | $68,494-26.6% |
| Participation rate | 95.5% | 71.9%+23.6pp | 77.1%+18.4pp | 67.9%+27.6pp |
| Annual return | 2.67% | -10.95%+13.6pp | 143.14%-140.5pp | -7.84%+10.5pp |
| Employer contribution / active EE | $3,353 | $3,075+9.1% | $3,793-11.6% | $2,596+29.2% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,103 | $5,708-63.1% | $8,124-74.1% | $5,403-61.1% |