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 | $47,390 | $71,883-34.1% | $86,677-45.3% | $68,494-30.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.79% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,523 | $2,173+16.1% | $2,836-11.1% | $2,596-2.8% |
| Participant deferral / active EE | $5,632 | $3,779+49.0% | $4,656+21.0% | $4,027+39.8% |
| Admin fee / account holder | $384 | $6,112-93.7% | $7,493-94.9% | $5,403-92.9% |