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 7-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 | $17,152 | $59,107-71.0% | $86,436-80.2% | $68,494-75.0% |
| Participation rate | 80.5% | 75.2%+5.2pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | -11.24% | -0.23%-11.0pp | 4394.89%-4406.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,950 | $2,519+17.1% | $3,769-21.7% | $2,596+13.6% |
| Participant deferral / active EE | $4,693 | $5,901-20.5% | $6,952-32.5% | $4,027+16.5% |
| Admin fee / account holder | $795 | $5,637-85.9% | $6,731-88.2% | $5,403-85.3% |