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 | $38,771 | $67,411-42.5% | $91,001-57.4% | $70,131-44.7% |
| Participation rate | 98.3% | 71.4%+26.9pp | 75.6%+22.7pp | 69.5%+28.7pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $950 | $1,786-46.8% | $2,456-61.3% | $2,342-59.5% |
| Participant deferral / active EE | $2,867 | $2,823+1.6% | $3,547-19.2% | $3,332-14.0% |
| Admin fee / account holder | $8,779 | $4,236+107.2% | $5,417+62.1% | $4,645+89.0% |