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 | $60,967 | $73,867-17.5% | $143,757-57.6% | $68,494-11.0% |
| Participation rate | 89.1% | 66.7%+22.4pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -18.28% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,533 | $3,184+42.4% | $4,951-8.4% | $2,596+74.6% |
| Participant deferral / active EE | $9,641 | $3,384+184.9% | $5,637+71.0% | $4,027+139.4% |
| Admin fee / account holder | $10,476 | $5,755+82.0% | $14,673-28.6% | $5,403+93.9% |