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 | $59,121 | $71,883-17.8% | $86,677-31.8% | $68,494-13.7% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -15.42% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,540 | $2,173-29.1% | $2,836-45.7% | $2,596-40.7% |
| Participant deferral / active EE | $5,010 | $3,779+32.6% | $4,656+7.6% | $4,027+24.4% |
| Admin fee / account holder | $9,131 | $6,112+49.4% | $7,493+21.9% | $5,403+69.0% |