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 6-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 | $15,541 | $46,674-66.7% | $117,472-86.8% | $68,494-77.3% |
| Participation rate | 80.9% | 56.8%+24.1pp | 70.6%+10.3pp | 67.9%+13.0pp |
| Annual return | -15.43% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,420 | $1,505-5.6% | $4,176-66.0% | $2,596-45.3% |
| Participant deferral / active EE | $6,166 | $2,636+133.9% | $4,070+51.5% | $4,027+53.1% |
| Admin fee / account holder | $643 | $4,020-84.0% | $5,645-88.6% | $5,403-88.1% |