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 | $69,910 | $81,900-14.6% | $119,609-41.6% | $68,494+2.1% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -13.66% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,491 | $2,693-44.6% | $4,232-64.8% | $2,596-42.6% |
| Participant deferral / active EE | $3,659 | $4,148-11.8% | $5,602-34.7% | $4,027-9.1% |
| Admin fee / account holder | $2,145 | $6,582-67.4% | $10,323-79.2% | $5,403-60.3% |