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 | $17,767 | $46,674-61.9% | $117,472-84.9% | $68,494-74.1% |
| Participation rate | 84.5% | 56.8%+27.7pp | 70.6%+13.9pp | 67.9%+16.6pp |
| Annual return | -18.81% | -14.52%-4.3pp | 29.74%-48.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,662 | $1,505+10.5% | $4,176-60.2% | $2,596-36.0% |
| Participant deferral / active EE | $2,996 | $2,636+13.7% | $4,070-26.4% | $4,027-25.6% |
| Admin fee / account holder | $1,673 | $4,020-58.4% | $5,645-70.4% | $5,403-69.0% |