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 | $22,895 | $54,229-57.8% | $70,092-67.3% | $68,494-66.6% |
| Participation rate | 94.9% | 64.5%+30.4pp | 70.5%+24.4pp | 67.9%+27.0pp |
| Annual return | -12.12% | -13.87%+1.7pp | 190.73%-202.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,806 | $2,018-10.5% | $2,559-29.4% | $2,596-30.4% |
| Participant deferral / active EE | $1,779 | $2,956-39.8% | $3,849-53.8% | $4,027-55.8% |
| Admin fee / account holder | $6,072 | $4,694+29.4% | $6,267-3.1% | $5,403+12.4% |