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 | $67,118 | $71,883-6.6% | $86,677-22.6% | $68,494-2.0% |
| Participation rate | 89.4% | 72.2%+17.2pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -16.00% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,005 | $2,173+268.4% | $2,836+182.2% | $2,596+208.3% |
| Participant deferral / active EE | $3,500 | $3,779-7.4% | $4,656-24.8% | $4,027-13.1% |
| Admin fee / account holder | $5,233 | $6,112-14.4% | $7,493-30.2% | $5,403-3.1% |