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 | $19,795 | $42,894-53.9% | $60,874-67.5% | $68,494-71.1% |
| Participation rate | 72.6% | 66.8%+5.8pp | 73.1%-0.5pp | 67.9%+4.7pp |
| Annual return | -18.02% | -13.98%-4.0pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,010 | $1,978+52.2% | $2,701+11.4% | $2,596+15.9% |
| Participant deferral / active EE | $4,888 | $2,867+70.5% | $3,817+28.1% | $4,027+21.4% |
| Admin fee / account holder | $1,518 | $3,101-51.0% | $3,224-52.9% | $5,403-71.9% |