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 | $59,344 | $71,883-17.4% | $86,677-31.5% | $68,494-13.4% |
| Participation rate | 85.9% | 72.2%+13.7pp | 76.6%+9.4pp | 67.9%+18.0pp |
| Annual return | -18.78% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,474 | $2,173+13.9% | $2,836-12.8% | $2,596-4.7% |
| Participant deferral / active EE | $4,657 | $3,779+23.2% | $4,6560% | $4,027+15.6% |
| Admin fee / account holder | $1,084 | $6,112-82.3% | $7,493-85.5% | $5,403-79.9% |