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 | $48,123 | $61,660-22.0% | $80,019-39.9% | $64,186-25.0% |
| Participation rate | 77.8% | 71.7%+6.1pp | 75.8%+1.9pp | 69.6%+8.2pp |
| Annual return | -7.30% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,348 | $2,968+80.2% | $3,686+45.1% | $3,470+54.1% |
| Admin fee / account holder | $557 | $5,417-89.7% | $6,521-91.5% | $4,888-88.6% |