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 8-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 | $33,557 | $73,867-54.6% | $143,757-76.7% | $68,494-51.0% |
| Participation rate | 92.4% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.5pp |
| Annual return | -10.76% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $852 | $3,184-73.2% | $4,951-82.8% | $2,596-67.2% |
| Participant deferral / active EE | $5,935 | $3,384+75.4% | $5,637+5.3% | $4,027+47.4% |
| Admin fee / account holder | $6,385 | $5,755+11.0% | $14,673-56.5% | $5,403+18.2% |