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 | $43,077 | $71,883-40.1% | $86,677-50.3% | $68,494-37.1% |
| Participation rate | 86.0% | 72.2%+13.8pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -13.04% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,707 | $2,173+162.6% | $2,836+101.2% | $2,596+119.8% |
| Participant deferral / active EE | $5,953 | $3,779+57.5% | $4,656+27.9% | $4,027+47.8% |
| Admin fee / account holder | $17,909 | $6,112+193.0% | $7,493+139.0% | $5,403+231.5% |