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 | $41,549 | $48,265-13.9% | $68,791-39.6% | $68,494-39.3% |
| Participation rate | 93.5% | 60.7%+32.9pp | 69.0%+24.5pp | 67.9%+25.7pp |
| Annual return | -18.80% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,192 | $1,829-34.8% | $2,655-55.1% | $2,596-54.1% |
| Participant deferral / active EE | $4,430 | $2,867+54.5% | $3,941+12.4% | $4,027+10.0% |
| Admin fee / account holder | $1,259 | $4,355-71.1% | $4,932-74.5% | $5,403-76.7% |