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 | $38,656 | $42,894-9.9% | $60,874-36.5% | $68,494-43.6% |
| Participation rate | 94.1% | 66.8%+27.3pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -12.64% | -13.98%+1.3pp | 16.90%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,564 | $1,978+29.6% | $2,701-5.1% | $2,596-1.3% |
| Participant deferral / active EE | $2,402 | $2,867-16.2% | $3,817-37.1% | $4,027-40.3% |
| Admin fee / account holder | $9,427 | $3,101+204.0% | $3,224+192.4% | $5,403+74.5% |