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 | $44,618 | $71,883-37.9% | $86,677-48.5% | $68,494-34.9% |
| Participation rate | 78.4% | 72.2%+6.2pp | 76.6%+1.9pp | 67.9%+10.5pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,997 | $2,173+37.9% | $2,836+5.6% | $2,596+15.4% |
| Participant deferral / active EE | $4,653 | $3,779+23.1% | $4,656-0.1% | $4,027+15.5% |
| Admin fee / account holder | $2,968 | $6,112-51.4% | $7,493-60.4% | $5,403-45.1% |