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 6-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 | $45,943 | $81,900-43.9% | $119,609-61.6% | $68,494-32.9% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.0pp | 67.9%+26.4pp |
| Annual return | -13.23% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,163 | $2,693+17.4% | $4,232-25.3% | $2,596+21.8% |
| Participant deferral / active EE | $4,463 | $4,148+7.6% | $5,602-20.3% | $4,027+10.8% |
| Admin fee / account holder | $1,922 | $6,582-70.8% | $10,323-81.4% | $5,403-64.4% |