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 | $55,715 | $62,586-11.0% | $76,768-27.4% | $64,186-13.2% |
| Participation rate | 80.5% | 72.8%+7.7pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | -6.89% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,336 | $1,832-27.1% | $2,485-46.2% | $2,381-43.9% |
| Participant deferral / active EE | $3,631 | $3,145+15.5% | $3,852-5.7% | $3,470+4.6% |
| Admin fee / account holder | $4,603 | $4,667-1.4% | $6,675-31.0% | $4,888-5.8% |