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 | $48,532 | $71,883-32.5% | $86,677-44.0% | $68,494-29.1% |
| Participation rate | 86.4% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -13.32% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,208 | $2,173+1.6% | $2,836-22.1% | $2,596-14.9% |
| Participant deferral / active EE | $3,702 | $3,779-2.0% | $4,656-20.5% | $4,027-8.1% |
| Admin fee / account holder | $14,513 | $6,112+137.5% | $7,493+93.7% | $5,403+168.6% |