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 | $41,255 | $71,883-42.6% | $86,677-52.4% | $68,494-39.8% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -3.46% | 3.52%-7.0pp | 35.91%-39.4pp | -7.84%+4.4pp |
| Employer contribution / active EE | $2,778 | $2,173+27.8% | $2,836-2.1% | $2,596+7.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $957 | $6,112-84.3% | $7,493-87.2% | $5,403-82.3% |