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 | $38,944 | $71,883-45.8% | $86,677-55.1% | $68,494-43.1% |
| Participation rate | 97.3% | 72.2%+25.1pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -11.54% | 3.52%-15.1pp | 35.91%-47.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,591 | $2,173+111.3% | $2,836+61.9% | $2,596+76.8% |
| Participant deferral / active EE | $3,797 | $3,779+0.5% | $4,656-18.4% | $4,027-5.7% |
| Admin fee / account holder | $10,477 | $6,112+71.4% | $7,493+39.8% | $5,403+93.9% |