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 | $55,543 | $71,883-22.7% | $86,677-35.9% | $68,494-18.9% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -18.46% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,666 | $2,173+22.7% | $2,836-6.0% | $2,596+2.7% |
| Participant deferral / active EE | $5,141 | $3,779+36.0% | $4,656+10.4% | $4,027+27.7% |
| Admin fee / account holder | $1,452 | $6,112-76.3% | $7,493-80.6% | $5,403-73.1% |