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 6-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 | $13,551 | $48,265-71.9% | $68,791-80.3% | $68,494-80.2% |
| Participation rate | 73.1% | 60.7%+12.4pp | 69.0%+4.1pp | 67.9%+5.2pp |
| Annual return | -16.48% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,396 | $1,829-23.6% | $2,655-47.4% | $2,596-46.2% |
| Participant deferral / active EE | $1,837 | $2,867-35.9% | $3,941-53.4% | $4,027-54.4% |
| Admin fee / account holder | $4,481 | $4,355+2.9% | $4,932-9.1% | $5,403-17.1% |