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 7-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 | $64,992 | $73,004-11.0% | $90,749-28.4% | $68,494-5.1% |
| Participation rate | 95.6% | 70.8%+24.7pp | 75.7%+19.9pp | 67.9%+27.7pp |
| Annual return | -6.25% | -13.81%+7.6pp | -12.16%+5.9pp | -7.84%+1.6pp |
| Employer contribution / active EE | $3,351 | $2,193+52.8% | $2,921+14.7% | $2,596+29.1% |
| Participant deferral / active EE | $6,564 | $3,627+81.0% | $4,564+43.8% | $4,027+63.0% |
| Admin fee / account holder | $12,330 | $5,896+109.1% | $8,445+46.0% | $5,403+128.2% |