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 | $40,495 | $64,707-37.4% | $112,228-63.9% | $68,494-40.9% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,459 | $2,746-10.5% | $3,635-32.4% | $2,596-5.3% |
| Participant deferral / active EE | $6,774 | $3,565+90.0% | $4,728+43.3% | $4,027+68.2% |
| Admin fee / account holder | $1,251 | $5,232-76.1% | $6,410-80.5% | $5,403-76.8% |