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 | $47,438 | $81,900-42.1% | $119,609-60.3% | $68,494-30.7% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -14.83% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,096 | $2,693+14.9% | $4,232-26.8% | $2,596+19.2% |
| Participant deferral / active EE | $7,881 | $4,148+90.0% | $5,602+40.7% | $4,027+95.7% |
| Admin fee / account holder | $330 | $6,582-95.0% | $10,323-96.8% | $5,403-93.9% |