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 | $67,063 | $71,883-6.7% | $86,677-22.6% | $68,494-2.1% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.2pp | 67.9%+18.9pp |
| Annual return | -17.22% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,375 | $2,173+9.3% | $2,836-16.3% | $2,596-8.5% |
| Participant deferral / active EE | $5,018 | $3,779+32.8% | $4,656+7.8% | $4,027+24.6% |
| Admin fee / account holder | $2,243 | $6,112-63.3% | $7,493-70.1% | $5,403-58.5% |