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 | $62,169 | $71,883-13.5% | $86,677-28.3% | $68,494-9.2% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+18.0pp | 67.9%+26.7pp |
| Annual return | -13.24% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,077 | $2,173+41.6% | $2,836+8.5% | $2,596+18.5% |
| Participant deferral / active EE | $3,786 | $3,779+0.2% | $4,656-18.7% | $4,027-6.0% |
| Admin fee / account holder | $13,413 | $6,112+119.5% | $7,493+79.0% | $5,403+148.3% |