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 | $21,919 | $83,427-73.7% | $115,756-81.1% | $68,494-68.0% |
| Participation rate | 73.8% | 71.9%+1.8pp | 77.1%-3.3pp | 67.9%+5.9pp |
| Annual return | -17.96% | -10.95%-7.0pp | 143.14%-161.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,570 | $3,075-48.9% | $3,793-58.6% | $2,596-39.5% |
| Participant deferral / active EE | $2,979 | $5,355-44.4% | $6,254-52.4% | $4,027-26.0% |
| Admin fee / account holder | $1,553 | $5,708-72.8% | $8,124-80.9% | $5,403-71.2% |