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 | $48,853 | $42,894+13.9% | $60,874-19.7% | $68,494-28.7% |
| Participation rate | 75.9% | 66.8%+9.1pp | 73.1%+2.8pp | 67.9%+8.0pp |
| Annual return | -16.80% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,752 | $2,867+30.9% | $3,817-1.7% | $4,027-6.8% |
| Admin fee / account holder | $1,075 | $3,101-65.3% | $3,224-66.7% | $5,403-80.1% |