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 | $59,195 | $71,883-17.7% | $86,677-31.7% | $68,494-13.6% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -15.14% | 3.52%-18.7pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,367 | $2,173+8.9% | $2,836-16.6% | $2,596-8.8% |
| Participant deferral / active EE | $3,942 | $3,779+4.3% | $4,656-15.3% | $4,027-2.1% |
| Admin fee / account holder | $4,529 | $6,112-25.9% | $7,493-39.6% | $5,403-16.2% |