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 | $61,996 | $71,883-13.8% | $86,677-28.5% | $68,494-9.5% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -18.29% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,523 | $2,173+62.2% | $2,836+24.2% | $2,596+35.7% |
| Participant deferral / active EE | $9,199 | $3,779+143.4% | $4,656+97.6% | $4,027+128.4% |
| Admin fee / account holder | $5,690 | $6,112-6.9% | $7,493-24.1% | $5,403+5.3% |