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 | $54,836 | $81,900-33.0% | $119,609-54.2% | $68,494-19.9% |
| Participation rate | 73.4% | 71.9%+1.5pp | 79.3%-5.8pp | 67.9%+5.5pp |
| Annual return | -15.99% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,218 | $2,693+19.5% | $4,232-24.0% | $2,596+24.0% |
| Participant deferral / active EE | $6,925 | $4,148+67.0% | $5,602+23.6% | $4,027+72.0% |
| Admin fee / account holder | $834 | $6,582-87.3% | $10,323-91.9% | $5,403-84.6% |