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 | $48,356 | $71,883-32.7% | $86,677-44.2% | $68,494-29.4% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -16.63% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,298 | $2,173+5.8% | $2,836-19.0% | $2,596-11.5% |
| Participant deferral / active EE | $4,267 | $3,779+12.9% | $4,656-8.3% | $4,027+6.0% |
| Admin fee / account holder | $3,408 | $6,112-44.2% | $7,493-54.5% | $5,403-36.9% |