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 | $51,551 | $71,883-28.3% | $86,677-40.5% | $68,494-24.7% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,621 | $2,173+20.6% | $2,836-7.6% | $2,596+1.0% |
| Participant deferral / active EE | $3,380 | $3,779-10.5% | $4,656-27.4% | $4,027-16.1% |
| Admin fee / account holder | $6,613 | $6,112+8.2% | $7,493-11.7% | $5,403+22.4% |