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 | $48,649 | $64,707-24.8% | $112,228-56.7% | $68,494-29.0% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.1%+5.7pp | 67.9%+12.9pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,899 | $2,746+5.6% | $3,635-20.2% | $2,596+11.7% |
| Participant deferral / active EE | $5,087 | $3,565+42.7% | $4,728+7.6% | $4,027+26.3% |
| Admin fee / account holder | $1,014 | $5,232-80.6% | $6,410-84.2% | $5,403-81.2% |