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 6-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 | $60,278 | $64,707-6.8% | $112,228-46.3% | $68,494-12.0% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.1%+5.7pp | 67.9%+12.9pp |
| Annual return | -18.72% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,252 | $2,746-18.0% | $3,635-38.0% | $2,596-13.3% |
| Participant deferral / active EE | $5,093 | $3,565+42.9% | $4,728+7.7% | $4,027+26.5% |
| Admin fee / account holder | $4,759 | $5,232-9.0% | $6,410-25.8% | $5,403-11.9% |