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 8-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 | $22,206 | $64,707-65.7% | $112,228-80.2% | $68,494-67.6% |
| Participation rate | 75.5% | 67.2%+8.4pp | 75.1%+0.4pp | 67.9%+7.6pp |
| Annual return | -16.17% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $853 | $2,746-68.9% | $3,635-76.5% | $2,596-67.1% |
| Participant deferral / active EE | $1,769 | $3,565-50.4% | $4,728-62.6% | $4,027-56.1% |
| Admin fee / account holder | $944 | $5,232-82.0% | $6,410-85.3% | $5,403-82.5% |