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 | $58,542 | $71,883-18.6% | $86,677-32.5% | $68,494-14.5% |
| Participation rate | 95.4% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,205 | $2,173+1.5% | $2,836-22.3% | $2,596-15.1% |
| Participant deferral / active EE | $3,942 | $3,779+4.3% | $4,656-15.3% | $4,027-2.1% |
| Admin fee / account holder | $3,965 | $6,112-35.1% | $7,493-47.1% | $5,403-26.6% |