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 | $36,472 | $42,894-15.0% | $60,874-40.1% | $68,494-46.8% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -13.80% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,762 | $2,867+135.9% | $3,817+77.2% | $4,027+67.9% |
| Admin fee / account holder | $2,586 | $3,101-16.6% | $3,224-19.8% | $5,403-52.1% |