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 | $43,656 | $73,867-40.9% | $143,757-69.6% | $68,494-36.3% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -14.57% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,361 | $3,184+37.0% | $4,951-11.9% | $2,596+68.0% |
| Participant deferral / active EE | $8,627 | $3,384+154.9% | $5,637+53.0% | $4,027+114.2% |
| Admin fee / account holder | $6,130 | $5,755+6.5% | $14,673-58.2% | $5,403+13.5% |