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 8-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 | $39,274 | $42,894-8.4% | $60,874-35.5% | $68,494-42.7% |
| Participation rate | 91.3% | 66.8%+24.5pp | 73.1%+18.2pp | 67.9%+23.4pp |
| Annual return | -10.26% | -13.98%+3.7pp | 16.90%-27.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,349 | $2,867-52.9% | $3,817-64.6% | $4,027-66.5% |
| Admin fee / account holder | $14,391 | $3,101+364.1% | $3,224+346.3% | $5,403+166.4% |