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 | $67,099 | $71,883-6.7% | $86,677-22.6% | $68,494-2.0% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -13.54% | 3.52%-17.1pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,859 | $2,173-14.4% | $2,836-34.5% | $2,596-28.4% |
| Participant deferral / active EE | $4,392 | $3,779+16.2% | $4,656-5.7% | $4,027+9.0% |
| Admin fee / account holder | $2,669 | $6,112-56.3% | $7,493-64.4% | $5,403-50.6% |