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 | $21,809 | $53,596-59.3% | $90,645-75.9% | $64,186-66.0% |
| Participation rate | 83.8% | 64.5%+19.3pp | 74.0%+9.8pp | 69.6%+14.2pp |
| Annual return | -4.95% | 4.41%-9.4pp | 1.88%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,512 | $1,503+0.6% | $2,532-40.3% | $2,381-36.5% |
| Participant deferral / active EE | $3,153 | $2,459+28.2% | $3,425-7.9% | $3,470-9.1% |
| Admin fee / account holder | $1,934 | $3,868-50.0% | $4,994-61.3% | $4,888-60.4% |