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 | $57,189 | $211,958-73.0% | $169,463-66.3% | $135,375-57.8% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -7.00% | 3.26%-10.3pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,309 | $5,120+3.7% | $4,159+27.6% | $4,779+11.1% |
| Participant deferral / active EE | $1,995 | $6,075-67.2% | $5,277-62.2% | $5,609-64.4% |
| Admin fee / account holder | $5,860 | $11,471-48.9% | $9,109-35.7% | $10,827-45.9% |