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 9-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 | $65,974 | $71,883-8.2% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 70.4% | 72.2%-1.8pp | 76.6%-6.2pp | 67.9%+2.5pp |
| Annual return | -13.50% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,083 | $2,173+41.9% | $2,836+8.7% | $2,596+18.7% |
| Participant deferral / active EE | $5,202 | $3,779+37.7% | $4,656+11.7% | $4,027+29.2% |
| Admin fee / account holder | $6,372 | $6,112+4.3% | $7,493-15.0% | $5,403+17.9% |