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 | $66,908 | $73,867-9.4% | $143,757-53.5% | $68,494-2.3% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -14.92% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,268 | $3,184+34.0% | $4,951-13.8% | $2,596+64.4% |
| Participant deferral / active EE | $2,285 | $3,384-32.5% | $5,637-59.5% | $4,027-43.3% |
| Admin fee / account holder | $1,661 | $5,755-71.1% | $14,673-88.7% | $5,403-69.3% |