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 5-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 | $28,129 | $73,867-61.9% | $143,757-80.4% | $68,494-58.9% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,272 | $3,184+2.8% | $4,951-33.9% | $2,596+26.0% |
| Participant deferral / active EE | $3,550 | $3,384+4.9% | $5,637-37.0% | $4,027-11.8% |
| Admin fee / account holder | $699 | $5,755-87.9% | $14,673-95.2% | $5,403-87.1% |