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 | $65,466 | $71,883-8.9% | $86,677-24.5% | $68,494-4.4% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -10.02% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,284 | $2,173+97.2% | $2,836+51.0% | $2,596+65.0% |
| Participant deferral / active EE | $3,492 | $3,779-7.6% | $4,656-25.0% | $4,027-13.3% |
| Admin fee / account holder | $16,073 | $6,112+163.0% | $7,493+114.5% | $5,403+197.5% |