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 6-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 | $27,388 | $81,900-66.6% | $119,609-77.1% | $68,494-60.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,332 | $2,693+60.8% | $4,232+2.4% | $2,596+66.8% |
| Participant deferral / active EE | $8,785 | $4,148+111.8% | $5,602+56.8% | $4,027+118.1% |
| Admin fee / account holder | $10,610 | $6,582+61.2% | $10,323+2.8% | $5,403+96.4% |