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 | $27,798 | $42,894-35.2% | $60,874-54.3% | $68,494-59.4% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.4pp | 67.9%+28.7pp |
| Annual return | -15.19% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,009 | $1,978+52.1% | $2,701+11.4% | $2,596+15.9% |
| Participant deferral / active EE | $5,679 | $2,867+98.1% | $3,817+48.8% | $4,027+41.0% |
| Admin fee / account holder | $1,131 | $3,101-63.5% | $3,224-64.9% | $5,403-79.1% |