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 5-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 | $28,604 | $54,229-47.3% | $70,092-59.2% | $68,494-58.2% |
| Participation rate | 97.2% | 64.5%+32.7pp | 70.5%+26.7pp | 67.9%+29.3pp |
| Annual return | -17.15% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,834 | $2,018-9.1% | $2,559-28.3% | $2,596-29.4% |
| Participant deferral / active EE | $3,431 | $2,956+16.1% | $3,849-10.8% | $4,027-14.8% |
| Admin fee / account holder | $538 | $4,694-88.5% | $6,267-91.4% | $5,403-90.0% |