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 | $28,795 | $81,900-64.8% | $119,609-75.9% | $68,494-58.0% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -17.33% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,077 | $2,693-22.9% | $4,232-50.9% | $2,596-20.0% |
| Participant deferral / active EE | $3,767 | $4,148-9.2% | $5,602-32.8% | $4,027-6.5% |
| Admin fee / account holder | $2,952 | $6,582-55.1% | $10,323-71.4% | $5,403-45.4% |