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 | $17,862 | $45,863-61.1% | $77,024-76.8% | $68,494-73.9% |
| Participation rate | 84.0% | 55.9%+28.1pp | 67.9%+16.1pp | 67.9%+16.1pp |
| Annual return | -6.48% | 1.72%-8.2pp | 42.32%-48.8pp | -7.84%+1.4pp |
| Employer contribution / active EE | $3,251 | $1,650+97.1% | $2,812+15.6% | $2,596+25.2% |
| Participant deferral / active EE | $6,083 | $2,962+105.3% | $4,426+37.4% | $4,027+51.0% |
| Admin fee / account holder | $1,288 | $3,041-57.6% | $5,425-76.3% | $5,403-76.2% |