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 | $40,112 | $73,004-45.1% | $90,749-55.8% | $68,494-41.4% |
| Participation rate | 71.0% | 70.8%+0.1pp | 75.7%-4.7pp | 67.9%+3.1pp |
| Annual return | -16.68% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,522 | $2,193-30.6% | $2,921-47.9% | $2,596-41.4% |
| Participant deferral / active EE | $3,789 | $3,627+4.5% | $4,564-17.0% | $4,027-5.9% |
| Admin fee / account holder | $917 | $5,896-84.4% | $8,445-89.1% | $5,403-83.0% |