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 | $60,411 | $81,900-26.2% | $119,609-49.5% | $68,494-11.8% |
| Participation rate | 70.7% | 71.9%-1.2pp | 79.3%-8.6pp | 67.9%+2.8pp |
| Annual return | -13.10% | -23.82%+10.7pp | -14.97%+1.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,664 | $2,693-1.1% | $4,232-37.0% | $2,596+2.6% |
| Participant deferral / active EE | $5,857 | $4,148+41.2% | $5,602+4.6% | $4,027+45.4% |
| Admin fee / account holder | $42,419 | $6,582+544.5% | $10,323+310.9% | $5,403+685.1% |