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 | $36,763 | $81,900-55.1% | $119,609-69.3% | $68,494-46.3% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,213 | $2,693-17.8% | $4,232-47.7% | $2,596-14.8% |
| Participant deferral / active EE | $6,613 | $4,148+59.4% | $5,602+18.0% | $4,027+64.2% |
| Admin fee / account holder | $761 | $6,582-88.4% | $10,323-92.6% | $5,403-85.9% |