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 5-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 | $55,114 | $71,883-23.3% | $86,677-36.4% | $68,494-19.5% |
| Participation rate | 83.7% | 72.2%+11.5pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -15.89% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,541 | $2,173+17.0% | $2,836-10.4% | $2,596-2.1% |
| Participant deferral / active EE | $4,676 | $3,779+23.8% | $4,656+0.4% | $4,027+16.1% |
| Admin fee / account holder | $5,641 | $6,112-7.7% | $7,493-24.7% | $5,403+4.4% |