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 | $23,425 | $48,265-51.5% | $68,791-65.9% | $68,494-65.8% |
| Participation rate | 96.1% | 60.7%+35.4pp | 69.0%+27.1pp | 67.9%+28.2pp |
| Annual return | -15.14% | -12.71%-2.4pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,603 | $1,829-12.3% | $2,655-39.6% | $2,596-38.3% |
| Participant deferral / active EE | $4,483 | $2,867+56.4% | $3,941+13.7% | $4,027+11.3% |
| Admin fee / account holder | $2,243 | $4,355-48.5% | $4,932-54.5% | $5,403-58.5% |