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 9-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 | $52,791 | $81,900-35.5% | $119,609-55.9% | $68,494-22.9% |
| Participation rate | 93.6% | 71.9%+21.7pp | 79.3%+14.4pp | 67.9%+25.7pp |
| Annual return | -13.52% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,503 | $2,693-44.2% | $4,232-64.5% | $2,596-42.1% |
| Participant deferral / active EE | $3,605 | $4,148-13.1% | $5,602-35.6% | $4,027-10.5% |
| Admin fee / account holder | $734 | $6,582-88.8% | $10,323-92.9% | $5,403-86.4% |