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 | $75,070 | $81,900-8.3% | $119,609-37.2% | $68,494+9.6% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -12.60% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,462 | $2,693-45.7% | $4,232-65.5% | $2,596-43.7% |
| Participant deferral / active EE | $8,560 | $4,148+106.4% | $5,602+52.8% | $4,027+112.6% |
| Admin fee / account holder | $1,325 | $6,582-79.9% | $10,323-87.2% | $5,403-75.5% |