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 8-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 | $36,371 | $76,912-52.7% | $129,110-71.8% | $68,494-46.9% |
| Participation rate | 81.0% | 69.1%+11.8pp | 77.3%+3.7pp | 67.9%+13.1pp |
| Annual return | -18.54% | -9.78%-8.8pp | -10.94%-7.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,959 | $3,243+22.1% | $5,052-21.6% | $2,596+52.5% |
| Participant deferral / active EE | $3,133 | $4,732-33.8% | $6,542-52.1% | $4,027-22.2% |
| Admin fee / account holder | $9,435 | $6,638+42.1% | $14,302-34.0% | $5,403+74.6% |