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 | $60,264 | $81,900-26.4% | $119,609-49.6% | $68,494-12.0% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -15.84% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,756 | $2,693+2.3% | $4,232-34.9% | $2,596+6.2% |
| Participant deferral / active EE | $6,139 | $4,148+48.0% | $5,602+9.6% | $4,027+52.4% |
| Admin fee / account holder | $6,705 | $6,582+1.9% | $10,323-35.1% | $5,403+24.1% |