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 | $44,054 | $67,411-34.6% | $91,001-51.6% | $70,131-37.2% |
| Participation rate | 81.0% | 71.4%+9.6pp | 75.6%+5.4pp | 69.5%+11.4pp |
| Annual return | 17.51% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $557 | $1,786-68.8% | $2,456-77.3% | $2,342-76.2% |
| Participant deferral / active EE | $2,389 | $2,823-15.4% | $3,547-32.7% | $3,332-28.3% |
| Admin fee / account holder | $3,749 | $4,236-11.5% | $5,417-30.8% | $4,645-19.3% |