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 6-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 | $56,692 | $167,484-66.2% | $151,611-62.6% | $134,475-57.8% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -17.43% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,290 | $6,829-51.8% | $6,166-46.6% | $4,740-30.6% |
| Participant deferral / active EE | $6,207 | $8,986-30.9% | $8,363-25.8% | $6,400-3.0% |
| Admin fee / account holder | $4,899 | $13,783-64.5% | $11,616-57.8% | $11,426-57.1% |