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 | $33,806 | $71,883-53.0% | $86,677-61.0% | $68,494-50.6% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -17.28% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,871 | $2,173+32.1% | $2,836+1.2% | $2,596+10.6% |
| Participant deferral / active EE | $5,752 | $3,779+52.2% | $4,656+23.6% | $4,027+42.8% |
| Admin fee / account holder | $2,660 | $6,112-56.5% | $7,493-64.5% | $5,403-50.8% |