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 | $89,627 | $73,867+21.3% | $143,757-37.7% | $68,494+30.9% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -16.15% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,041 | $3,184-35.9% | $4,951-58.8% | $2,596-21.4% |
| Participant deferral / active EE | $4,813 | $3,384+42.2% | $5,637-14.6% | $4,027+19.5% |
| Admin fee / account holder | $8,057 | $5,755+40.0% | $14,673-45.1% | $5,403+49.1% |