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 6-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 | $36,679 | $81,900-55.2% | $119,609-69.3% | $68,494-46.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -15.68% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,288 | $2,693-15.0% | $4,232-45.9% | $2,596-11.9% |
| Participant deferral / active EE | $5,016 | $4,148+20.9% | $5,602-10.5% | $4,027+24.6% |
| Admin fee / account holder | $2,671 | $6,582-59.4% | $10,323-74.1% | $5,403-50.6% |