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 7-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 | $45,712 | $142,344-67.9% | $119,609-61.8% | $134,475-66.0% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -12.84% | -12.44%-0.4pp | -14.97%+2.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,659 | $5,222-68.2% | $4,232-60.8% | $4,740-65.0% |
| Participant deferral / active EE | $4,436 | $6,469-31.4% | $5,602-20.8% | $6,400-30.7% |
| Admin fee / account holder | $548 | $13,584-96.0% | $10,323-94.7% | $11,426-95.2% |