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 | $37,360 | $71,883-48.0% | $86,677-56.9% | $68,494-45.5% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.22% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,793 | $2,173-17.5% | $2,836-36.8% | $2,596-30.9% |
| Participant deferral / active EE | $3,368 | $3,779-10.9% | $4,656-27.7% | $4,027-16.4% |
| Admin fee / account holder | $5,766 | $6,112-5.7% | $7,493-23.1% | $5,403+6.7% |