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 | $58,609 | $71,883-18.5% | $86,677-32.4% | $68,494-14.4% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -15.14% | 3.52%-18.7pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,165 | $2,173+91.7% | $2,836+46.8% | $2,596+60.4% |
| Participant deferral / active EE | $5,201 | $3,779+37.7% | $4,656+11.7% | $4,027+29.2% |
| Admin fee / account holder | $668 | $6,112-89.1% | $7,493-91.1% | $5,403-87.6% |