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 | $31,943 | $62,603-49.0% | $104,294-69.4% | $66,914-52.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -17.28% | -14.70%-2.6pp | 24.61%-41.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,697 | $1,972-13.9% | $3,372-49.7% | $2,544-33.3% |
| Participant deferral / active EE | $2,616 | $2,853-8.3% | $4,625-43.4% | $4,237-38.2% |
| Admin fee / account holder | $985 | $656+50.2% | $7,339-86.6% | $593+66.0% |