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 | $34,237 | $64,707-47.1% | $112,228-69.5% | $68,494-50.0% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -18.83% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,071 | $2,746-24.6% | $3,635-43.0% | $2,596-20.2% |
| Participant deferral / active EE | $6,477 | $3,565+81.7% | $4,728+37.0% | $4,027+60.8% |
| Admin fee / account holder | $361 | $5,232-93.1% | $6,410-94.4% | $5,403-93.3% |