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 | $47,258 | $73,004-35.3% | $90,749-47.9% | $68,494-31.0% |
| Participation rate | 90.4% | 70.8%+19.6pp | 75.7%+14.7pp | 67.9%+22.5pp |
| Annual return | -17.91% | -13.81%-4.1pp | -12.16%-5.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,941 | $2,193+34.1% | $2,921+0.7% | $2,596+13.3% |
| Participant deferral / active EE | $6,663 | $3,627+83.7% | $4,564+46.0% | $4,027+65.5% |
| Admin fee / account holder | $2,689 | $5,896-54.4% | $8,445-68.2% | $5,403-50.2% |