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 | $59,985 | $81,900-26.8% | $119,609-49.8% | $68,494-12.4% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | -16.47% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,309 | $2,693+22.9% | $4,232-21.8% | $2,596+27.5% |
| Participant deferral / active EE | $7,651 | $4,148+84.5% | $5,602+36.6% | $4,027+90.0% |
| Admin fee / account holder | $1,232 | $6,582-81.3% | $10,323-88.1% | $5,403-77.2% |