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 9-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 | $19,664 | $42,894-54.2% | $60,874-67.7% | $68,494-71.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -17.64% | -13.98%-3.7pp | 16.90%-34.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,813 | $1,978+92.8% | $2,701+41.2% | $2,596+46.9% |
| Participant deferral / active EE | $1,849 | $2,867-35.5% | $3,817-51.5% | $4,027-54.1% |
| Admin fee / account holder | $1,109 | $3,101-64.2% | $3,224-65.6% | $5,403-79.5% |