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 | $35,273 | $81,900-56.9% | $119,609-70.5% | $68,494-48.5% |
| Participation rate | 86.7% | 71.9%+14.8pp | 79.3%+7.4pp | 67.9%+18.8pp |
| Annual return | -18.78% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,229 | $2,693-17.3% | $4,232-47.3% | $2,596-14.2% |
| Participant deferral / active EE | $3,904 | $4,148-5.9% | $5,602-30.3% | $4,027-3.1% |
| Admin fee / account holder | $984 | $6,582-85.1% | $10,323-90.5% | $5,403-81.8% |