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 | $35,134 | $73,867-52.4% | $143,757-75.6% | $68,494-48.7% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,223 | $3,184+1.2% | $4,951-34.9% | $2,596+24.1% |
| Participant deferral / active EE | $6,522 | $3,384+92.7% | $5,637+15.7% | $4,027+61.9% |
| Admin fee / account holder | $2,270 | $5,755-60.6% | $14,673-84.5% | $5,403-58.0% |