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 | $56,831 | $71,883-20.9% | $86,677-34.4% | $68,494-17.0% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -12.00% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,659 | $2,173-23.7% | $2,836-41.5% | $2,596-36.1% |
| Participant deferral / active EE | $3,880 | $3,779+2.7% | $4,656-16.7% | $4,027-3.6% |
| Admin fee / account holder | $5,600 | $6,112-8.4% | $7,493-25.3% | $5,403+3.7% |