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 | $32,650 | $64,707-49.5% | $112,228-70.9% | $68,494-52.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.52% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,173 | $2,746-20.9% | $3,635-40.2% | $2,596-16.3% |
| Participant deferral / active EE | $5,548 | $3,565+55.6% | $4,728+17.3% | $4,027+37.8% |
| Admin fee / account holder | $1,867 | $5,232-64.3% | $6,410-70.9% | $5,403-65.4% |