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 | $51,303 | $64,707-20.7% | $112,228-54.3% | $68,494-25.1% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -18.50% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,886 | $2,746+5.1% | $3,635-20.6% | $2,596+11.1% |
| Participant deferral / active EE | $5,714 | $3,565+60.3% | $4,728+20.9% | $4,027+41.9% |
| Admin fee / account holder | $4,230 | $5,232-19.2% | $6,410-34.0% | $5,403-21.7% |