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 | $19,479 | $45,863-57.5% | $77,024-74.7% | $68,494-71.6% |
| Participation rate | 70.0% | 55.9%+14.1pp | 67.9%+2.1pp | 67.9%+2.1pp |
| Annual return | -14.89% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,596 | $1,650-3.3% | $2,812-43.3% | $2,596-38.5% |
| Participant deferral / active EE | $3,111 | $2,962+5.0% | $4,426-29.7% | $4,027-22.8% |
| Admin fee / account holder | $691 | $3,041-77.3% | $5,425-87.3% | $5,403-87.2% |