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 5-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 | $60,437 | $71,883-15.9% | $86,677-30.3% | $68,494-11.8% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -16.41% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,617 | $2,173+20.5% | $2,836-7.7% | $2,596+0.8% |
| Participant deferral / active EE | $3,827 | $3,779+1.3% | $4,656-17.8% | $4,027-5.0% |
| Admin fee / account holder | $4,081 | $6,112-33.2% | $7,493-45.5% | $5,403-24.5% |