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 | $31,009 | $48,265-35.8% | $68,791-54.9% | $68,494-54.7% |
| Participation rate | 98.3% | 60.7%+37.6pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -18.41% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $568 | $1,829-68.9% | $2,655-78.6% | $2,596-78.1% |
| Participant deferral / active EE | $2,986 | $2,867+4.2% | $3,941-24.2% | $4,027-25.9% |
| Admin fee / account holder | $2,849 | $4,355-34.6% | $4,932-42.2% | $5,403-47.3% |