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 | $40,093 | $77,813-48.5% | $123,544-67.5% | $64,186-37.5% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -6.65% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,626 | $3,014-46.0% | $4,628-64.9% | $2,381-31.7% |
| Participant deferral / active EE | $3,789 | $5,240-27.7% | $6,426-41.0% | $3,470+9.2% |
| Admin fee / account holder | $2,176 | $5,519-60.6% | $9,284-76.6% | $4,888-55.5% |