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 | $32,882 | $71,883-54.3% | $86,677-62.1% | $68,494-52.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.88% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,519 | $2,173+16.0% | $2,836-11.2% | $2,596-3.0% |
| Participant deferral / active EE | $3,183 | $3,779-15.8% | $4,656-31.6% | $4,027-21.0% |
| Admin fee / account holder | $4,795 | $6,112-21.5% | $7,493-36.0% | $5,403-11.2% |