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 | $35,234 | $73,004-51.7% | $90,749-61.2% | $68,494-48.6% |
| Participation rate | 80.8% | 70.8%+9.9pp | 75.7%+5.1pp | 67.9%+12.9pp |
| Annual return | -16.57% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,357 | $2,193+7.5% | $2,921-19.3% | $2,596-9.2% |
| Participant deferral / active EE | $5,018 | $3,627+38.4% | $4,564+9.9% | $4,027+24.6% |
| Admin fee / account holder | $5,019 | $5,896-14.9% | $8,445-40.6% | $5,403-7.1% |