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 5-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 | $26,604 | $53,162-50.0% | $91,220-70.8% | $68,494-61.2% |
| Participation rate | 81.6% | 63.2%+18.4pp | 73.2%+8.4pp | 67.9%+13.7pp |
| Annual return | -17.49% | -3.14%-14.4pp | 114.01%-131.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,435 | $1,709-16.0% | $2,850-49.6% | $2,596-44.7% |
| Participant deferral / active EE | $2,438 | $2,974-18.0% | $4,234-42.4% | $4,027-39.5% |
| Admin fee / account holder | $1,586 | $4,493-64.7% | $5,420-70.7% | $5,403-70.7% |