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 | $17,942 | $82,286-78.2% | $68,791-73.9% | $134,475-86.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -10.33% | -2.19%-8.1pp | -6.38%-4.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,544 | $3,301-53.2% | $2,655-41.9% | $4,740-67.4% |
| Participant deferral / active EE | $5,539 | $4,739+16.9% | $3,941+40.5% | $6,400-13.5% |
| Admin fee / account holder | $8,255 | $6,481+27.4% | $4,932+67.4% | $11,426-27.7% |