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 | $63,800 | $46,674+36.7% | $117,472-45.7% | $68,494-6.9% |
| Participation rate | 91.4% | 56.8%+34.7pp | 70.6%+20.8pp | 67.9%+23.5pp |
| Annual return | -16.19% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,722 | $1,505+147.4% | $4,176-10.9% | $2,596+43.4% |
| Participant deferral / active EE | $3,987 | $2,636+51.2% | $4,070-2.0% | $4,027-1.0% |
| Admin fee / account holder | $16,341 | $4,020+306.5% | $5,645+189.5% | $5,403+202.5% |