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 | $58,480 | $73,867-20.8% | $143,757-59.3% | $68,494-14.6% |
| Participation rate | 81.6% | 66.7%+14.9pp | 80.3%+1.3pp | 67.9%+13.7pp |
| Annual return | -15.93% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,668 | $3,184-16.2% | $4,951-46.1% | $2,596+2.8% |
| Participant deferral / active EE | $2,743 | $3,384-19.0% | $5,637-51.3% | $4,027-31.9% |
| Admin fee / account holder | $2,936 | $5,755-49.0% | $14,673-80.0% | $5,403-45.7% |