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 7-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 | $57,432 | $91,538-37.3% | $129,995-55.8% | $75,163-23.6% |
| Participation rate | 73.0% | 71.4%+1.5pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | 17.10% | -631.11%+648.2pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,662 | $2,845-6.4% | $4,320-38.4% | $2,670-0.3% |
| Participant deferral / active EE | $4,450 | $4,341+2.5% | $5,820-23.5% | $4,125+7.9% |
| Admin fee / account holder | $1,695 | $6,790-75.0% | $10,614-84.0% | $5,651-70.0% |