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 | $34,512 | $59,805-42.3% | $79,550-56.6% | $68,494-49.6% |
| Participation rate | 81.1% | 61.1%+20.1pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | -17.58% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,221 | $1,505+47.6% | $2,413-8.0% | $2,596-14.5% |
| Participant deferral / active EE | $4,834 | $3,024+59.8% | $3,985+21.3% | $4,027+20.0% |
| Admin fee / account holder | $2,925 | $4,835-39.5% | $6,832-57.2% | $5,403-45.9% |