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 | $23,105 | $73,867-68.7% | $143,757-83.9% | $68,494-66.3% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.23% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,800 | $3,184-43.5% | $4,951-63.6% | $2,596-30.7% |
| Participant deferral / active EE | $4,357 | $3,384+28.7% | $5,637-22.7% | $4,027+8.2% |
| Admin fee / account holder | $3,002 | $5,755-47.8% | $14,673-79.5% | $5,403-44.4% |