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 7-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 | $15,947 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 90.4% | 66.7%+23.7pp | 80.3%+10.1pp | 67.9%+22.5pp |
| Annual return | -16.38% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,570 | $3,184-19.3% | $4,951-48.1% | $2,596-1.0% |
| Participant deferral / active EE | $6,085 | $3,384+79.8% | $5,637+7.9% | $4,027+51.1% |
| Admin fee / account holder | $1,856 | $5,755-67.8% | $14,673-87.4% | $5,403-65.7% |