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 | $58,087 | $73,867-21.4% | $143,757-59.6% | $68,494-15.2% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -14.31% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,253 | $3,184+2.2% | $4,951-34.3% | $2,596+25.3% |
| Participant deferral / active EE | $3,941 | $3,384+16.4% | $5,637-30.1% | $4,027-2.1% |
| Admin fee / account holder | $4,353 | $5,755-24.4% | $14,673-70.3% | $5,403-19.4% |