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 6-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 | $58,975 | $71,883-18.0% | $86,677-32.0% | $68,494-13.9% |
| Participation rate | 77.1% | 72.2%+4.9pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -16.66% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,797 | $2,173+120.8% | $2,836+69.1% | $2,596+84.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,198 | $6,112-80.4% | $7,493-84.0% | $5,403-77.8% |