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 | $43,799 | $71,883-39.1% | $86,677-49.5% | $68,494-36.1% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -16.06% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,359 | $2,173+8.5% | $2,836-16.8% | $2,596-9.2% |
| Participant deferral / active EE | $4,758 | $3,779+25.9% | $4,656+2.2% | $4,027+18.1% |
| Admin fee / account holder | $1,615 | $6,112-73.6% | $7,493-78.4% | $5,403-70.1% |