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 | $87,135 | $81,900+6.4% | $119,609-27.2% | $68,494+27.2% |
| Participation rate | 93.4% | 71.9%+21.5pp | 79.3%+14.2pp | 67.9%+25.5pp |
| Annual return | -17.10% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,251 | $2,693+57.8% | $4,232+0.5% | $2,596+63.7% |
| Participant deferral / active EE | $8,270 | $4,148+99.4% | $5,602+47.6% | $4,027+105.4% |
| Admin fee / account holder | $2,143 | $6,582-67.4% | $10,323-79.2% | $5,403-60.3% |