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 7-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 | $61,030 | $71,883-15.1% | $86,677-29.6% | $68,494-10.9% |
| Participation rate | 77.4% | 72.2%+5.1pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -16.07% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,632 | $2,173+21.1% | $2,836-7.2% | $2,596+1.4% |
| Participant deferral / active EE | $5,563 | $3,779+47.2% | $4,656+19.5% | $4,027+38.1% |
| Admin fee / account holder | $4,175 | $6,112-31.7% | $7,493-44.3% | $5,403-22.7% |