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 | $61,052 | $71,883-15.1% | $86,677-29.6% | $68,494-10.9% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -15.96% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,989 | $2,173+37.6% | $2,836+5.4% | $2,596+15.1% |
| Participant deferral / active EE | $6,393 | $3,779+69.2% | $4,656+37.3% | $4,027+58.8% |
| Admin fee / account holder | $5,941 | $6,112-2.8% | $7,493-20.7% | $5,403+10.0% |