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 7-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 | $63,989 | $71,883-11.0% | $86,677-26.2% | $68,494-6.6% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -4.68% | 3.52%-8.2pp | 35.91%-40.6pp | -7.84%+3.2pp |
| Employer contribution / active EE | $9,073 | $2,173+317.5% | $2,836+219.9% | $2,596+249.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,173 | $6,112-48.1% | $7,493-57.7% | $5,403-41.3% |