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 | $56,340 | $71,883-21.6% | $86,677-35.0% | $68,494-17.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -9.20% | 3.52%-12.7pp | 35.91%-45.1pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,259 | $2,173+4.0% | $2,836-20.4% | $2,596-13.0% |
| Participant deferral / active EE | $5,402 | $3,779+43.0% | $4,656+16.0% | $4,027+34.1% |
| Admin fee / account holder | $1,919 | $6,112-68.6% | $7,493-74.4% | $5,403-64.5% |