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 | $35,621 | $57,354-37.9% | $83,848-57.5% | $64,186-44.5% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -7.47% | 11.38%-18.9pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,655 | $2,545+4.3% | $3,631-26.9% | $2,381+11.5% |
| Participant deferral / active EE | $3,990 | $2,993+33.3% | $4,082-2.2% | $3,470+15.0% |
| Admin fee / account holder | $2,588 | $4,046-36.0% | $5,478-52.8% | $4,888-47.1% |