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 8-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 | $51,803 | $91,538-43.4% | $129,995-60.2% | $75,163-31.1% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 19.38% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,049 | $2,845+7.2% | $4,320-29.4% | $2,670+14.2% |
| Participant deferral / active EE | $5,746 | $4,341+32.4% | $5,820-1.3% | $4,125+39.3% |
| Admin fee / account holder | $2,541 | $6,790-62.6% | $10,614-76.1% | $5,651-55.0% |