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 9-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 | $54,301 | $71,883-24.5% | $86,677-37.4% | $68,494-20.7% |
| Participation rate | 95.2% | 72.2%+23.0pp | 76.6%+18.7pp | 67.9%+27.3pp |
| Annual return | -15.07% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,051 | $2,173-5.6% | $2,836-27.7% | $2,596-21.0% |
| Participant deferral / active EE | $4,627 | $3,779+22.4% | $4,656-0.6% | $4,027+14.9% |
| Admin fee / account holder | $1,733 | $6,112-71.7% | $7,493-76.9% | $5,403-67.9% |