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 | $30,973 | $81,900-62.2% | $119,609-74.1% | $68,494-54.8% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -17.82% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,733 | $2,693-35.6% | $4,232-59.0% | $2,596-33.2% |
| Participant deferral / active EE | $4,636 | $4,148+11.8% | $5,602-17.2% | $4,027+15.1% |
| Admin fee / account holder | $811 | $6,582-87.7% | $10,323-92.1% | $5,403-85.0% |