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 | $29,663 | $71,883-58.7% | $86,677-65.8% | $68,494-56.7% |
| Participation rate | 93.2% | 72.2%+21.0pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -15.99% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,168 | $2,173-46.2% | $2,836-58.8% | $2,596-55.0% |
| Participant deferral / active EE | $5,323 | $3,779+40.9% | $4,656+14.3% | $4,027+32.2% |
| Admin fee / account holder | $8,265 | $6,112+35.2% | $7,493+10.3% | $5,403+53.0% |