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 9-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 | $46,805 | $81,900-42.9% | $119,609-60.9% | $68,494-31.7% |
| Participation rate | 93.4% | 71.9%+21.5pp | 79.3%+14.2pp | 67.9%+25.5pp |
| Annual return | -17.84% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,683 | $2,693-37.5% | $4,232-60.2% | $2,596-35.2% |
| Participant deferral / active EE | $4,620 | $4,148+11.4% | $5,602-17.5% | $4,027+14.7% |
| Admin fee / account holder | $9,979 | $6,582+51.6% | $10,323-3.3% | $5,403+84.7% |