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 8-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 | $24,887 | $71,883-65.4% | $86,677-71.3% | $68,494-63.7% |
| Participation rate | 96.3% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,048 | $2,173-5.7% | $2,836-27.8% | $2,596-21.1% |
| Participant deferral / active EE | $3,383 | $3,779-10.5% | $4,656-27.3% | $4,027-16.0% |
| Admin fee / account holder | $2,507 | $6,112-59.0% | $7,493-66.5% | $5,403-53.6% |