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 | $53,196 | $64,707-17.8% | $112,228-52.6% | $68,494-22.3% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -13.47% | -11.40%-2.1pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,915 | $2,746+6.2% | $3,635-19.8% | $2,596+12.3% |
| Participant deferral / active EE | $4,670 | $3,565+31.0% | $4,728-1.2% | $4,027+16.0% |
| Admin fee / account holder | $11,736 | $5,232+124.3% | $6,410+83.1% | $5,403+117.2% |