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 | $42,380 | $54,229-21.8% | $70,092-39.5% | $68,494-38.1% |
| Participation rate | 93.9% | 64.5%+29.5pp | 70.5%+23.5pp | 67.9%+26.1pp |
| Annual return | -15.60% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,071 | $2,018+2.6% | $2,559-19.1% | $2,596-20.2% |
| Participant deferral / active EE | $4,641 | $2,956+57.0% | $3,849+20.6% | $4,027+15.2% |
| Admin fee / account holder | $4,685 | $4,694-0.2% | $6,267-25.2% | $5,403-13.3% |