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 7-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 | $37,184 | $71,883-48.3% | $86,677-57.1% | $68,494-45.7% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,608 | $2,173+20.0% | $2,836-8.1% | $2,596+0.4% |
| Participant deferral / active EE | $4,573 | $3,779+21.0% | $4,656-1.8% | $4,027+13.6% |
| Admin fee / account holder | $1,593 | $6,112-73.9% | $7,493-78.7% | $5,403-70.5% |