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 | $49,452 | $81,900-39.6% | $119,609-58.7% | $68,494-27.8% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | 3.16% | -23.82%+27.0pp | -14.97%+18.1pp | -7.84%+11.0pp |
| Employer contribution / active EE | $1,732 | $2,693-35.7% | $4,232-59.1% | $2,596-33.3% |
| Participant deferral / active EE | $2,546 | $4,148-38.6% | $5,602-54.6% | $4,027-36.8% |
| Admin fee / account holder | $3,276 | $6,582-50.2% | $10,323-68.3% | $5,403-39.4% |