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 | $54,918 | $71,883-23.6% | $86,677-36.6% | $68,494-19.8% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -16.33% | 3.52%-19.9pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,781 | $2,173-18.1% | $2,836-37.2% | $2,596-31.4% |
| Participant deferral / active EE | $4,488 | $3,779+18.8% | $4,656-3.6% | $4,027+11.4% |
| Admin fee / account holder | $1,067 | $6,112-82.5% | $7,493-85.8% | $5,403-80.3% |