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 | $12,770 | $53,162-76.0% | $91,220-86.0% | $68,494-81.4% |
| Participation rate | 77.1% | 63.2%+13.9pp | 73.2%+3.9pp | 67.9%+9.3pp |
| Annual return | -18.68% | -3.14%-15.5pp | 114.01%-132.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,262 | $1,709-26.2% | $2,850-55.7% | $2,596-51.4% |
| Participant deferral / active EE | $2,819 | $2,974-5.2% | $4,234-33.4% | $4,027-30.0% |
| Admin fee / account holder | $742 | $4,493-83.5% | $5,420-86.3% | $5,403-86.3% |