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 | $34,015 | $71,883-52.7% | $86,677-60.8% | $68,494-50.3% |
| Participation rate | 80.7% | 72.2%+8.5pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -8.81% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $5,137 | $2,173+136.4% | $2,836+81.1% | $2,596+97.9% |
| Participant deferral / active EE | $3,109 | $3,779-17.7% | $4,656-33.2% | $4,027-22.8% |
| Admin fee / account holder | $1,164 | $6,112-81.0% | $7,493-84.5% | $5,403-78.5% |