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 6-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 | $36,032 | $71,883-49.9% | $86,677-58.4% | $68,494-47.4% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -11.65% | 3.52%-15.2pp | 35.91%-47.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,362 | $2,173-37.3% | $2,836-52.0% | $2,596-47.6% |
| Participant deferral / active EE | $2,210 | $3,779-41.5% | $4,656-52.5% | $4,027-45.1% |
| Admin fee / account holder | $539 | $6,112-91.2% | $7,493-92.8% | $5,403-90.0% |