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 8-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 | $65,921 | $81,900-19.5% | $119,609-44.9% | $68,494-3.8% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,109 | $2,693-21.7% | $4,232-50.2% | $2,596-18.8% |
| Participant deferral / active EE | $5,416 | $4,148+30.6% | $5,602-3.3% | $4,027+34.5% |
| Admin fee / account holder | $9,522 | $6,582+44.7% | $10,323-7.8% | $5,403+76.3% |