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 | $48,509 | $64,707-25.0% | $112,228-56.8% | $68,494-29.2% |
| Participation rate | 86.8% | 67.2%+19.6pp | 75.1%+11.7pp | 67.9%+18.9pp |
| Annual return | -17.27% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,350 | $2,746-14.4% | $3,635-35.4% | $2,596-9.5% |
| Participant deferral / active EE | $4,474 | $3,565+25.5% | $4,728-5.4% | $4,027+11.1% |
| Admin fee / account holder | $10,165 | $5,232+94.3% | $6,410+58.6% | $5,403+88.1% |