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 | $42,903 | $56,357-23.9% | $104,294-58.9% | $68,494-37.4% |
| Participation rate | 75.0% | 63.3%+11.7pp | 73.3%+1.7pp | 67.9%+7.1pp |
| Annual return | -15.89% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,706 | $1,960+89.1% | $3,372+9.9% | $2,596+42.7% |
| Participant deferral / active EE | $1,936 | $3,077-37.1% | $4,625-58.1% | $4,027-51.9% |
| Admin fee / account holder | $6,596 | $4,903+34.5% | $7,339-10.1% | $5,403+22.1% |