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 | $56,855 | $71,883-20.9% | $86,677-34.4% | $68,494-17.0% |
| Participation rate | 86.4% | 72.2%+14.2pp | 76.6%+9.8pp | 67.9%+18.5pp |
| Annual return | -16.89% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,687 | $2,173-22.4% | $2,836-40.5% | $2,596-35.0% |
| Participant deferral / active EE | $6,574 | $3,779+74.0% | $4,656+41.2% | $4,027+63.2% |
| Admin fee / account holder | $4,334 | $6,112-29.1% | $7,493-42.2% | $5,403-19.8% |