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 9-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 | $39,451 | $42,383-6.9% | $76,523-48.4% | $64,186-38.5% |
| Participation rate | 78.3% | 58.1%+20.1pp | 68.0%+10.3pp | 69.6%+8.7pp |
| Annual return | -8.48% | -16.54%+8.1pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,889 | $1,563+84.8% | $2,647+9.1% | $2,381+21.4% |
| Participant deferral / active EE | $5,205 | $2,566+102.8% | $3,835+35.7% | $3,470+50.0% |
| Admin fee / account holder | $818 | $3,198-74.4% | $4,848-83.1% | $4,888-83.3% |