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 | $49,287 | $79,633-38.1% | $93,789-47.4% | $68,494-28.0% |
| Participation rate | 96.8% | 75.4%+21.4pp | 81.0%+15.8pp | 67.9%+28.9pp |
| Annual return | -16.31% | -0.10%-16.2pp | -11.33%-5.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,960 | $3,665+8.0% | $4,323-8.4% | $2,596+52.5% |
| Participant deferral / active EE | $4,144 | $5,158-19.7% | $6,094-32.0% | $4,027+2.9% |
| Admin fee / account holder | $445 | $6,871-93.5% | $7,195-93.8% | $5,403-91.8% |