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 | $50,681 | $73,867-31.4% | $143,757-64.7% | $68,494-26.0% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -16.99% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,488 | $3,184+9.5% | $4,951-29.6% | $2,596+34.3% |
| Participant deferral / active EE | $3,713 | $3,384+9.7% | $5,637-34.1% | $4,027-7.8% |
| Admin fee / account holder | $5,053 | $5,755-12.2% | $14,673-65.6% | $5,403-6.5% |