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 | $51,077 | $64,707-21.1% | $112,228-54.5% | $68,494-25.4% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,854 | $2,746+4.0% | $3,635-21.5% | $2,596+9.9% |
| Participant deferral / active EE | $5,486 | $3,565+53.9% | $4,728+16.0% | $4,027+36.2% |
| Admin fee / account holder | $5,734 | $5,232+9.6% | $6,410-10.5% | $5,403+6.1% |