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 | $29,516 | $59,107-50.1% | $86,436-65.9% | $68,494-56.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.39% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,918 | $2,519-23.8% | $3,769-49.1% | $2,596-26.1% |
| Participant deferral / active EE | $3,778 | $5,901-36.0% | $6,952-45.6% | $4,027-6.2% |
| Admin fee / account holder | $1,697 | $5,637-69.9% | $6,731-74.8% | $5,403-68.6% |