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 | $42,662 | $81,900-47.9% | $119,609-64.3% | $68,494-37.7% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -16.85% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,092 | $2,693+14.8% | $4,232-26.9% | $2,596+19.1% |
| Participant deferral / active EE | $6,573 | $4,148+58.5% | $5,602+17.3% | $4,027+63.2% |
| Admin fee / account holder | $5,941 | $6,582-9.7% | $10,323-42.5% | $5,403+10.0% |