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 | $71,095 | $81,900-13.2% | $119,609-40.6% | $68,494+3.8% |
| Participation rate | 84.4% | 71.9%+12.5pp | 79.3%+5.1pp | 67.9%+16.5pp |
| Annual return | -15.92% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,945 | $2,693+83.6% | $4,232+16.9% | $2,596+90.5% |
| Participant deferral / active EE | $6,683 | $4,148+61.1% | $5,602+19.3% | $4,027+65.9% |
| Admin fee / account holder | $3,795 | $6,582-42.3% | $10,323-63.2% | $5,403-29.8% |