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 | $52,715 | $73,004-27.8% | $90,749-41.9% | $68,494-23.0% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -12.26% | -13.81%+1.5pp | -12.16%-0.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,678 | $2,193+22.1% | $2,921-8.3% | $2,596+3.1% |
| Participant deferral / active EE | $6,465 | $3,627+78.3% | $4,564+41.6% | $4,027+60.5% |
| Admin fee / account holder | $48,878 | $5,896+729.0% | $8,445+478.8% | $5,403+804.7% |