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 7-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 | $39,185 | $71,883-45.5% | $86,677-54.8% | $68,494-42.8% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -17.48% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,385 | $2,173+147.8% | $2,836+89.8% | $2,596+107.4% |
| Participant deferral / active EE | $2,489 | $3,779-34.1% | $4,656-46.5% | $4,027-38.2% |
| Admin fee / account holder | $504 | $6,112-91.8% | $7,493-93.3% | $5,403-90.7% |